-76.9%
APTV vs LCID
-99.2%
+22.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.4% | -8.2% | -0.5% |
| 7D | -9.8% | +20.0% | -29.8% | -12.9% |
| 30D | -8.9% | -5.0% | -3.9% | -8.7% |
| 3M | -19.5% | -48.9% | +29.4% | -10.3% |
| 6M | -31.1% | -43.2% | +12.1% | -26.9% |
| YTD | -47.5% | -65.9% | +18.4% | -39.6% |
| 1Y | -52.3% | -79.2% | +26.9% | -40.1% |
| 3Y | -45.2% | -90.4% | +45.2% | -28.1% |
| 5Y | -76.9% | -99.2% | +22.3% | -55.1% |
| All | -76.9% | -99.2% | +22.4% | -55.1% |
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