+83.9%
FCX vs LCID
-92.2%
+176.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.2% | +7.2% | -0.9% |
| 7D | -0.3% | -10.2% | +9.9% | +0.8% |
| 30D | -14.7% | -10.2% | -4.5% | -14.0% |
| 3M | -11.2% | -54.1% | +42.9% | -3.6% |
| 6M | -11.4% | -53.8% | +42.4% | -6.0% |
| YTD | +17.7% | -72.0% | +89.8% | +32.3% |
| 1Y | +47.5% | -80.5% | +128.0% | +73.1% |
| 3Y | +83.9% | -92.6% | +176.4% | +145.5% |
| All | +83.9% | -92.2% | +176.0% | +145.5% |
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