-79.4%
LCID vs AEE
+13.9%
-93.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.5% | +9.1% | +12.3% |
| 7D | -1.2% | +4.7% | -5.9% | +0.4% |
| 30D | -19.2% | +13.4% | -32.6% | -15.4% |
| 3M | -56.7% | +4.1% | -60.7% | -56.2% |
| 6M | -49.6% | +2.0% | -51.7% | -49.0% |
| YTD | -68.1% | +15.6% | -83.7% | -70.2% |
| 1Y | -79.4% | +14.1% | -93.5% | -80.4% |
| All | -79.4% | +13.9% | -93.3% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling