+295.4%
FCX vs LCID
-96.5%
+391.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.4% | -4.5% | +3.8% |
| 7D | -1.0% | +20.0% | -21.0% | -3.1% |
| 30D | -15.2% | -5.0% | -10.2% | -15.1% |
| 3M | -10.3% | -48.9% | +38.6% | -4.0% |
| 6M | +1.6% | -43.2% | +44.8% | +5.2% |
| YTD | +23.9% | -65.9% | +89.8% | +35.1% |
| 1Y | +58.0% | -79.2% | +137.2% | +81.9% |
| 3Y | +94.6% | -90.4% | +185.0% | +131.4% |
| 5Y | +70.4% | -99.2% | +169.6% | +142.7% |
| All | +295.4% | -96.5% | +391.9% | +501.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling