-48.6%
APTV vs LCID
-95.9%
+47.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.8% | +2.9% |
| 7D | -1.8% | -9.1% | +7.3% | -0.5% |
| 30D | -7.9% | -37.6% | +29.7% | -1.8% |
| 3M | -29.9% | -11.1% | -18.9% | -30.4% |
| 6M | -36.6% | -59.2% | +22.6% | -30.1% |
| YTD | -40.0% | -60.5% | +20.5% | -33.8% |
| 1Y | -44.0% | -78.5% | +34.5% | -33.1% |
| 3Y | -54.5% | -92.8% | +38.3% | -41.1% |
| 5Y | -68.8% | -97.9% | +29.1% | -54.4% |
| All | -48.6% | -95.9% | +47.3% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling