+9.2%
FERG vs LCID
-41.0%
+50.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.6% | +2.1% |
| 7D | +6.4% | +8.9% | -2.5% | +6.0% |
| 30D | +19.9% | +6.8% | +13.1% | +19.3% |
| 3M | +5.6% | -45.2% | +50.8% | +5.2% |
| 6M | +9.2% | -39.1% | +48.4% | +8.6% |
| All | +9.2% | -41.0% | +50.2% | +8.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling