+674.8%
AXTI vs LCID
-97.1%
+771.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.2% | +5.3% | -2.1% |
| 7D | +7.6% | -10.2% | +17.8% | +9.7% |
| 30D | -32.1% | -10.2% | -21.9% | -30.8% |
| 3M | -46.0% | -54.1% | +8.1% | -37.5% |
| 6M | -65.7% | -53.8% | -11.9% | -61.8% |
| YTD | +155.9% | -72.0% | +227.9% | +209.0% |
| 1Y | +300.8% | -80.5% | +381.3% | +418.1% |
| 3Y | +1,981.6% | -92.6% | +2,074.1% | +2,952.7% |
| 5Y | +359.3% | -99.3% | +458.6% | +762.9% |
| All | +674.8% | -97.1% | +771.9% | +1,279.6% |
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 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