+382.5%
FCX vs LCID
-95.8%
+478.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.4% |
| 7D | +3.1% | -9.3% | +12.5% | +4.2% |
| 30D | +8.1% | -35.4% | +43.5% | +13.3% |
| 3M | +18.9% | -17.1% | +36.0% | +18.6% |
| 6M | +26.6% | -58.9% | +85.5% | +36.5% |
| YTD | +51.2% | -59.6% | +110.8% | +62.5% |
| 1Y | +75.6% | -78.0% | +153.5% | +101.2% |
| 3Y | +101.7% | -92.7% | +194.4% | +147.3% |
| 5Y | +134.6% | -97.8% | +232.5% | +211.5% |
| All | +382.5% | -95.8% | +478.4% | +622.9% |
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