+49.0%
FE vs LCID
-97.6%
+146.6%
-28.6%
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% | -0.6% |
| 7D | +1.9% | -6.6% | +8.5% | +2.0% |
| 30D | -1.2% | -30.1% | +29.0% | -0.7% |
| 3M | +3.5% | -17.6% | +21.1% | +3.5% |
| 6M | -6.1% | -54.4% | +48.4% | -4.9% |
| YTD | +7.6% | -55.7% | +63.3% | +8.8% |
| 1Y | +11.9% | -71.0% | +83.0% | +14.2% |
| 3Y | +48.4% | -92.6% | +141.1% | +54.6% |
| All | +49.0% | -97.6% | +146.6% | +61.1% |
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