+108.1%
FE vs LCID
-96.3%
+204.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.4% |
| 7D | -0.5% | +24.8% | -25.4% | -1.0% |
| 30D | +4.3% | -0.5% | +4.8% | +4.2% |
| 3M | +0.4% | -43.0% | +43.4% | +1.3% |
| 6M | +6.9% | -40.5% | +47.5% | +7.5% |
| YTD | +8.0% | -64.3% | +72.3% | +9.6% |
| 1Y | +4.8% | -78.1% | +82.9% | +7.6% |
| 3Y | +49.0% | -90.1% | +139.0% | +53.7% |
| 5Y | +46.2% | -99.1% | +145.3% | +57.6% |
| All | +108.1% | -96.3% | +204.4% | +106.9% |
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