+61.5%
FCX vs LCID
-99.2%
+160.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +10.4% | -7.8% | +1.3% |
| 7D | -4.9% | +8.9% | -13.8% | -6.0% |
| 30D | -17.1% | -15.4% | -1.7% | -15.7% |
| 3M | -12.7% | -52.9% | +40.2% | -4.6% |
| 6M | -2.0% | -46.8% | +44.9% | +2.9% |
| YTD | +18.1% | -68.9% | +87.0% | +32.3% |
| 1Y | +55.2% | -81.7% | +136.9% | +86.3% |
| 3Y | +74.3% | -92.4% | +166.7% | +120.9% |
| All | +61.5% | -99.2% | +160.7% | +161.7% |
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