-11.2%
AXP vs LCID
-81.4%
+70.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.4% | -11.6% | -2.1% |
| 7D | +0.6% | +8.9% | -8.4% | -0.3% |
| 30D | +5.8% | -15.4% | +21.3% | +7.0% |
| 3M | -6.0% | -52.9% | +46.8% | 0.0% |
| 6M | +0.3% | -46.8% | +47.1% | +4.1% |
| YTD | -12.3% | -68.9% | +56.6% | -1.2% |
| 1Y | -11.2% | -81.7% | +70.4% | +14.8% |
| All | -11.2% | -81.4% | +70.2% | +14.8% |
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