+355.9%
APH vs LCID
-97.6%
+453.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.7% |
| 7D | +5.0% | -6.6% | +11.5% | +5.5% |
| 30D | -3.9% | -30.1% | +26.3% | -0.9% |
| 3M | +13.0% | -17.6% | +30.6% | +13.2% |
| 6M | +25.2% | -54.4% | +79.6% | +32.0% |
| YTD | +22.9% | -55.7% | +78.7% | +29.6% |
| 1Y | +47.8% | -71.0% | +118.9% | +60.9% |
| 3Y | +283.0% | -92.6% | +375.7% | +351.2% |
| All | +355.9% | -97.6% | +453.6% | +501.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling