+268.0%
APH vs LCID
-99.2%
+367.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -11.6% | +2.2% | -8.3% |
| 7D | -12.7% | -6.9% | -5.8% | -12.2% |
| 30D | -19.2% | -28.4% | +9.2% | -16.9% |
| 3M | -16.7% | -55.5% | +38.8% | -10.6% |
| 6M | +5.1% | -52.3% | +57.5% | +10.3% |
| YTD | +6.6% | -71.8% | +78.4% | +17.0% |
| 1Y | +3.9% | -82.7% | +86.6% | +19.1% |
| 3Y | +246.0% | -93.5% | +339.6% | +314.2% |
| 5Y | +268.0% | -99.3% | +367.3% | +415.4% |
| All | +268.0% | -99.2% | +367.2% | +415.4% |
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