-11.6%
AXP vs LCID
-78.2%
+66.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.7% |
| 7D | -0.6% | +24.8% | -25.5% | -2.7% |
| 30D | +5.0% | -0.5% | +5.5% | +4.6% |
| 3M | -4.2% | -43.0% | +38.7% | +0.2% |
| 6M | +2.9% | -40.5% | +43.5% | +6.0% |
| YTD | -11.6% | -64.3% | +52.8% | -1.5% |
| All | -11.6% | -78.2% | +66.6% | +12.5% |
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 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