+6.1%
AS vs LCID
-81.4%
+87.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.4% | -9.9% | -0.4% |
| 7D | +6.9% | +8.9% | -2.0% | +6.1% |
| 30D | +16.0% | -15.4% | +31.4% | +17.1% |
| 3M | -12.8% | -52.9% | +40.0% | -7.9% |
| 6M | -15.4% | -46.8% | +31.5% | -13.1% |
| YTD | -15.7% | -68.9% | +53.1% | -10.4% |
| 1Y | +6.1% | -81.7% | +87.7% | +17.5% |
| All | +6.1% | -81.4% | +87.5% | +17.5% |
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