+144.9%
AZO vs LCID
-95.5%
+240.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -0.5% | +1.8% | -2.2% | -0.5% |
| 30D | -5.6% | -34.2% | +28.6% | -5.0% |
| 3M | -4.0% | -9.1% | +5.1% | -4.1% |
| 6M | -18.9% | -52.6% | +33.7% | -18.2% |
| YTD | -13.0% | -56.2% | +43.2% | -12.2% |
| 1Y | -30.4% | -74.9% | +44.5% | -29.2% |
| 3Y | +12.7% | -92.1% | +104.8% | +15.8% |
| 5Y | +89.6% | -97.6% | +187.2% | +97.9% |
| All | +144.9% | -95.5% | +240.4% | +147.4% |
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