+72.6%
FERG vs LCID
-97.7%
+170.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.8% |
| 7D | +3.4% | +1.8% | +1.6% | +3.2% |
| 30D | -11.5% | -34.2% | +22.7% | -8.5% |
| 3M | +1.3% | -9.1% | +10.4% | +0.4% |
| 6M | -1.0% | -52.6% | +51.6% | +3.6% |
| YTD | +3.2% | -56.2% | +59.4% | +8.4% |
| 1Y | -3.0% | -74.9% | +71.9% | +6.5% |
| 3Y | +55.0% | -92.1% | +147.1% | +79.4% |
| 5Y | +72.6% | -97.6% | +170.2% | +109.4% |
| All | +72.6% | -97.7% | +170.3% | +109.4% |
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