-78.0%
LCID vs AEE
+10.4%
-88.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.4% | -7.3% | -8.0% |
| 7D | -9.3% | +1.1% | -10.4% | -8.9% |
| 30D | -35.4% | 0.0% | -35.4% | -35.3% |
| 3M | -17.1% | -0.9% | -16.2% | -18.7% |
| 6M | -58.9% | -2.4% | -56.5% | -59.4% |
| YTD | -59.6% | +8.6% | -68.2% | -62.2% |
| 1Y | -78.0% | +10.2% | -88.1% | -78.7% |
| All | -78.0% | +10.4% | -88.4% | -78.7% |
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