+114.3%
FCX vs LCID
-97.6%
+212.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -4.9% | -6.6% | +1.7% | -4.1% |
| 30D | +4.8% | -30.1% | +35.0% | +9.3% |
| 3M | +4.6% | -17.6% | +22.2% | +4.5% |
| 6M | +10.8% | -54.4% | +65.3% | +19.2% |
| YTD | +44.2% | -55.7% | +99.9% | +54.9% |
| 1Y | +59.6% | -71.0% | +130.6% | +79.5% |
| 3Y | +82.2% | -92.6% | +174.9% | +131.1% |
| All | +114.3% | -97.6% | +212.0% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling