+46.0%
FE vs LCID
-99.3%
+145.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +1.2% |
| 7D | +1.2% | -10.2% | +11.4% | +1.4% |
| 30D | +4.5% | -10.2% | +14.7% | +4.6% |
| 3M | +1.3% | -54.1% | +55.5% | +2.5% |
| 6M | +8.7% | -53.8% | +62.4% | +9.6% |
| YTD | +9.2% | -72.0% | +81.3% | +11.3% |
| 1Y | +7.0% | -80.5% | +87.5% | +10.0% |
| 3Y | +51.4% | -92.6% | +143.9% | +57.3% |
| All | +46.0% | -99.3% | +145.4% | +59.6% |
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