+174.6%
ARM vs LCID
-94.4%
+269.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +10.4% | -5.7% | +2.2% |
| 7D | -15.2% | +8.9% | -24.2% | -17.1% |
| 30D | -40.7% | -15.4% | -25.3% | -38.5% |
| 3M | -39.1% | -52.9% | +13.8% | -27.7% |
| 6M | -26.4% | -46.8% | +20.4% | -17.8% |
| YTD | +59.7% | -68.9% | +128.6% | +99.8% |
| 1Y | +10.3% | -81.7% | +92.0% | +55.8% |
| 3Y | +228.9% | -92.4% | +321.2% | +446.9% |
| All | +174.6% | -94.4% | +269.0% | +416.6% |
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