+239.5%
AXP vs LCID
-95.4%
+335.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.2% |
| 7D | -2.1% | -6.6% | +4.5% | -1.6% |
| 30D | -6.5% | -30.1% | +23.6% | -4.0% |
| 3M | +4.6% | -17.6% | +22.3% | +4.8% |
| 6M | +5.4% | -54.4% | +59.9% | +10.4% |
| YTD | -11.1% | -55.7% | +44.6% | -7.0% |
| 1Y | -0.3% | -71.0% | +70.7% | +7.4% |
| 3Y | +111.6% | -92.6% | +204.2% | +143.4% |
| 5Y | +117.6% | -97.6% | +215.2% | +162.4% |
| All | +239.5% | -95.4% | +335.0% | +347.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling