+85.8%
AZO vs LCID
-97.9%
+183.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -1.0% |
| 7D | -2.9% | -9.1% | +6.2% | -2.8% |
| 30D | -5.3% | -37.6% | +32.3% | -4.6% |
| 3M | -7.3% | -11.1% | +3.7% | -7.5% |
| 6M | -22.7% | -59.2% | +36.5% | -21.7% |
| YTD | -15.0% | -60.5% | +45.4% | -14.0% |
| 1Y | -32.2% | -78.5% | +46.3% | -30.7% |
| 3Y | +10.0% | -92.8% | +102.9% | +14.0% |
| 5Y | +85.8% | -97.9% | +183.7% | +94.7% |
| All | +85.8% | -97.9% | +183.8% | +94.7% |
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