+16.9%
AWK vs LCID
-82.0%
+98.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.6% | +1.2% |
| 7D | +0.1% | -10.2% | +10.3% | 0.0% |
| 30D | +14.3% | -10.2% | +24.4% | +14.1% |
| 3M | +10.3% | -54.1% | +64.4% | +8.2% |
| 6M | +18.9% | -53.8% | +72.7% | +17.4% |
| YTD | +17.7% | -72.0% | +89.8% | +15.8% |
| 1Y | +16.9% | -80.5% | +97.4% | +14.3% |
| All | +16.9% | -82.0% | +98.8% | +14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling