+19.6%
AVAV vs LCID
-99.2%
+118.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +10.4% | +0.1% | +8.8% |
| 7D | -10.6% | +8.9% | -19.5% | -11.9% |
| 30D | -18.8% | -15.4% | -3.4% | -17.0% |
| 3M | -34.1% | -52.9% | +18.8% | -26.6% |
| 6M | -35.3% | -46.8% | +11.5% | -30.9% |
| YTD | -53.4% | -68.9% | +15.5% | -46.3% |
| 1Y | -65.6% | -81.7% | +16.0% | -57.5% |
| 3Y | -5.1% | -92.4% | +87.3% | +22.7% |
| All | +19.6% | -99.2% | +118.8% | +101.5% |
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 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