-97.8%
LCID vs JAAA
+26.7%
-124.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | 0.0% | -7.8% | -7.8% |
| 7D | -9.3% | +0.1% | -9.4% | -9.4% |
| 30D | -35.4% | +0.5% | -35.9% | -35.7% |
| 3M | -17.1% | +1.2% | -18.3% | -18.3% |
| 6M | -58.9% | +2.7% | -61.7% | -60.1% |
| YTD | -59.6% | +3.2% | -62.8% | -60.9% |
| 1Y | -78.0% | +4.8% | -82.8% | -78.9% |
| 3Y | -92.7% | +19.0% | -111.7% | -93.4% |
| 5Y | -97.8% | +26.8% | -124.6% | -98.1% |
| All | -97.8% | +26.7% | -124.6% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling