-6.7%
AVAV vs LCID
-92.2%
+85.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.2% | +6.5% | -1.3% |
| 7D | +4.2% | -10.2% | +14.4% | +5.9% |
| 30D | -2.6% | -10.2% | +7.6% | -1.4% |
| 3M | -38.0% | -54.1% | +16.2% | -31.1% |
| 6M | -27.0% | -53.8% | +26.8% | -20.7% |
| YTD | -51.4% | -72.0% | +20.6% | -43.7% |
| 1Y | -60.2% | -80.5% | +20.3% | -52.2% |
| 3Y | -6.7% | -92.6% | +85.9% | +20.2% |
| All | -6.7% | -92.2% | +85.5% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling