+100.2%
AVAV vs LCID
-96.5%
+196.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +9.4% | +3.2% | +11.4% |
| 7D | +3.2% | +20.0% | -16.8% | +0.7% |
| 30D | -7.4% | -5.0% | -2.4% | -7.1% |
| 3M | -32.0% | -48.9% | +16.9% | -26.4% |
| 6M | -24.6% | -43.2% | +18.7% | -20.9% |
| YTD | -47.5% | -65.9% | +18.4% | -41.7% |
| 1Y | -61.5% | -79.2% | +17.7% | -54.9% |
| 3Y | +5.5% | -90.4% | +95.9% | +26.5% |
| 5Y | +35.7% | -99.2% | +134.9% | +96.5% |
| All | +100.2% | -96.5% | +196.7% | +180.3% |
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 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