+46.0%
F vs LCID
-92.6%
+138.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +1.2% |
| 7D | +5.3% | -6.6% | +11.9% | +6.2% |
| 30D | +4.6% | -30.1% | +34.7% | +9.0% |
| 3M | -3.7% | -17.6% | +13.9% | -3.4% |
| 6M | +16.8% | -54.4% | +71.3% | +25.2% |
| YTD | +15.3% | -55.7% | +71.0% | +23.4% |
| 1Y | +31.0% | -71.0% | +102.0% | +46.8% |
| All | +46.0% | -92.6% | +138.6% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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