+175.8%
FERG vs LCID
-95.4%
+271.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +2.2% |
| 7D | 0.0% | -6.6% | +6.6% | +0.4% |
| 30D | -10.2% | -30.1% | +20.0% | -8.1% |
| 3M | -0.6% | -17.6% | +17.0% | -0.6% |
| 6M | -6.5% | -54.4% | +47.9% | -2.8% |
| YTD | +4.2% | -55.7% | +59.9% | +8.2% |
| 1Y | -2.3% | -71.0% | +68.8% | +4.1% |
| 3Y | +48.5% | -92.6% | +141.1% | +66.5% |
| 5Y | +72.0% | -97.6% | +169.6% | +99.1% |
| All | +175.8% | -95.4% | +271.2% | +193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling