-1.5%
AS vs LCID
-82.0%
+80.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.2% | +8.4% | 0.0% |
| 7D | -4.9% | -10.2% | +5.3% | -4.1% |
| 30D | +3.9% | -10.2% | +14.1% | +4.4% |
| 3M | -9.6% | -54.1% | +44.5% | -4.4% |
| 6M | -8.7% | -53.8% | +45.1% | -5.3% |
| YTD | -19.8% | -72.0% | +52.2% | -14.5% |
| 1Y | -1.5% | -80.5% | +79.0% | +5.5% |
| All | -1.5% | -82.0% | +80.4% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling