+86.7%
AXON vs LCID
-99.1%
+185.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.7% | +6.9% | +4.6% |
| 7D | -25.6% | +8.9% | -34.5% | -26.6% |
| 30D | -23.9% | +6.8% | -30.7% | -24.9% |
| 3M | -50.4% | -45.2% | -5.2% | -47.1% |
| 6M | -20.0% | -39.1% | +19.1% | -17.3% |
| YTD | -44.5% | -65.3% | +20.8% | -39.0% |
| 1Y | -44.9% | -78.4% | +33.5% | -36.1% |
| 3Y | +44.7% | -90.3% | +135.1% | +70.8% |
| 5Y | +86.7% | -99.2% | +185.9% | +236.5% |
| All | +86.7% | -99.1% | +185.8% | +236.5% |
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