+313.2%
APP vs LCID
-99.1%
+412.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.7% | -8.3% | -4.9% |
| 7D | +61.1% | +24.8% | +36.3% | +49.7% |
| 30D | +42.8% | -0.5% | +43.3% | +41.2% |
| 3M | +16.7% | -43.0% | +59.6% | +34.5% |
| 6M | -15.6% | -40.5% | +24.9% | -8.8% |
| YTD | -41.3% | -64.3% | +23.0% | -27.8% |
| 1Y | -39.3% | -78.1% | +38.8% | -13.4% |
| 3Y | +803.2% | -90.1% | +893.3% | +1,272.6% |
| 5Y | +313.2% | -99.1% | +412.2% | +1,407.5% |
| All | +313.2% | -99.1% | +412.3% | +1,407.5% |
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