+720.4%
AU vs LCID
-97.9%
+818.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.8% | +8.4% | +1.0% |
| 7D | +0.6% | -9.3% | +10.0% | +1.1% |
| 30D | +12.3% | -35.4% | +47.7% | +14.5% |
| 3M | +29.4% | -17.1% | +46.4% | +29.2% |
| 6M | +3.2% | -58.9% | +62.2% | +6.3% |
| YTD | +31.8% | -59.6% | +91.4% | +35.6% |
| 1Y | +83.4% | -78.0% | +161.4% | +93.4% |
| 3Y | +623.1% | -92.7% | +715.8% | +675.1% |
| All | +720.4% | -97.9% | +818.3% | +932.3% |
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