-92.1%
LCID vs AEE
+49.7%
-141.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.1% |
| 7D | +1.8% | +1.3% | +0.4% | +1.6% |
| 30D | -34.2% | -1.2% | -33.0% | -34.2% |
| 3M | -9.1% | +1.0% | -10.1% | -10.1% |
| 6M | -52.6% | -2.3% | -50.3% | -52.8% |
| YTD | -56.2% | +9.1% | -65.3% | -57.8% |
| 1Y | -74.9% | +10.6% | -85.5% | -75.9% |
| 3Y | -92.1% | +48.5% | -140.6% | -94.0% |
| All | -92.1% | +49.7% | -141.8% | -94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling