+90.5%
AVAV vs LCID
-96.8%
+187.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.3% | +8.4% | -1.4% |
| 7D | +18.4% | +9.2% | +9.1% | +17.1% |
| 30D | -4.9% | -3.0% | -2.0% | -4.9% |
| 3M | -37.7% | -50.2% | +12.6% | -32.3% |
| 6M | -28.4% | -45.8% | +17.4% | -24.6% |
| YTD | -50.0% | -69.2% | +19.2% | -43.8% |
| 1Y | -62.6% | -80.4% | +17.8% | -55.9% |
| 3Y | -0.6% | -91.4% | +90.8% | +20.9% |
| 5Y | +31.9% | -99.3% | +131.2% | +93.2% |
| All | +90.5% | -96.8% | +187.4% | +170.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling