+207.7%
FERG vs LCID
-96.8%
+304.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -11.3% | +7.7% | -2.8% |
| 7D | +8.2% | +9.2% | -1.1% | +7.5% |
| 30D | +14.4% | -3.0% | +17.4% | +14.4% |
| 3M | +4.3% | -50.2% | +54.6% | +8.9% |
| 6M | +7.9% | -45.8% | +53.7% | +10.5% |
| YTD | +16.3% | -69.2% | +85.5% | +23.3% |
| 1Y | +2.2% | -80.4% | +82.6% | +11.7% |
| 3Y | +67.3% | -91.4% | +158.7% | +86.5% |
| 5Y | +75.3% | -99.3% | +174.6% | +110.0% |
| All | +207.7% | -96.8% | +304.6% | +234.5% |
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