+95.6%
AXP vs LCID
-99.2%
+194.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -11.6% | +9.3% | -1.0% |
| 7D | +0.4% | -6.9% | +7.3% | +1.0% |
| 30D | +7.0% | -28.4% | +35.4% | +10.5% |
| 3M | -6.6% | -55.5% | +48.9% | +1.2% |
| 6M | +3.5% | -52.3% | +55.8% | +9.2% |
| YTD | -11.2% | -71.8% | +60.6% | -1.2% |
| 1Y | -10.2% | -82.7% | +72.6% | +5.3% |
| 3Y | +120.0% | -93.5% | +213.6% | +171.9% |
| 5Y | +95.6% | -99.3% | +194.9% | +185.3% |
| All | +95.6% | -99.2% | +194.8% | +185.3% |
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 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