-97.6%
LCID vs AEIS
+228.8%
-326.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -2.8% |
| 7D | +1.8% | +8.1% | -6.4% | -3.0% |
| 30D | -34.2% | -11.1% | -23.1% | -29.8% |
| 3M | -9.1% | -5.6% | -3.5% | -12.5% |
| 6M | -52.6% | -0.6% | -52.0% | -57.5% |
| YTD | -56.2% | +38.0% | -94.2% | -70.4% |
| 1Y | -74.9% | +87.2% | -162.1% | -87.0% |
| 3Y | -92.1% | +179.7% | -271.8% | -97.3% |
| 5Y | -97.6% | +241.7% | -339.3% | -99.3% |
| All | -97.6% | +228.8% | -326.4% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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