+67.1%
FDX vs LCID
-97.6%
+164.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -2.5% | -6.6% | +4.1% | -2.0% |
| 30D | +3.8% | -30.1% | +33.9% | +6.6% |
| 3M | -1.3% | -17.6% | +16.3% | -1.3% |
| 6M | +5.0% | -54.4% | +59.5% | +10.1% |
| YTD | +39.6% | -55.7% | +95.4% | +46.1% |
| 1Y | +81.1% | -71.0% | +152.2% | +95.7% |
| 3Y | +63.0% | -92.6% | +155.7% | +90.8% |
| All | +67.1% | -97.6% | +164.7% | +97.2% |
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