-96.6%
LCID vs JAAA
+30.2%
-126.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | 0.0% | -11.3% | -11.3% |
| 7D | +9.2% | +0.1% | +9.1% | +9.1% |
| 30D | -3.0% | +0.4% | -3.4% | -3.6% |
| 3M | -50.2% | +1.2% | -51.4% | -51.2% |
| 6M | -45.8% | +2.3% | -48.1% | -47.8% |
| YTD | -69.2% | +4.0% | -73.2% | -71.0% |
| 1Y | -80.4% | +4.8% | -85.2% | -81.7% |
| 3Y | -91.4% | +18.5% | -109.9% | -93.1% |
| 5Y | -99.3% | +27.5% | -126.7% | -99.4% |
| All | -96.6% | +30.2% | -126.9% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling