-78.4%
LCID vs BAM
+2.1%
-80.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -0.9% | -1.0% |
| 7D | +8.9% | -2.9% | +11.8% | +12.4% |
| 30D | +6.8% | +14.7% | -7.8% | -5.1% |
| 3M | -45.2% | -4.1% | -41.1% | -43.0% |
| 6M | -39.1% | +9.6% | -48.7% | -44.2% |
| YTD | -65.3% | +3.4% | -68.7% | -66.7% |
| 1Y | -78.4% | +1.0% | -79.4% | -78.5% |
| All | -78.4% | +2.1% | -80.5% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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