+1,099.4%
AXTI vs LCID
-95.9%
+1,195.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.1% |
| 7D | +5.1% | -9.8% | +14.9% | +7.0% |
| 30D | -17.5% | -35.5% | +18.0% | -10.5% |
| 3M | -26.7% | -18.4% | -8.3% | -26.8% |
| 6M | +36.8% | -60.5% | +97.2% | +57.1% |
| YTD | +296.1% | -60.1% | +356.2% | +347.1% |
| 1Y | +1,810.6% | -78.8% | +1,889.4% | +2,337.2% |
| 3Y | +2,587.6% | -92.8% | +2,680.3% | +3,792.4% |
| 5Y | +601.7% | -97.9% | +699.6% | +1,034.4% |
| All | +1,099.4% | -95.9% | +1,195.3% | +1,896.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling