+100.3%
FFIV vs LCID
-91.4%
+191.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.3% | +10.6% | 0.0% |
| 7D | +1.9% | +9.2% | -7.3% | +1.2% |
| 30D | -33.3% | -3.0% | -30.3% | -33.3% |
| 3M | -24.9% | -50.2% | +25.3% | -21.9% |
| 6M | -10.5% | -45.8% | +35.3% | -8.5% |
| YTD | +24.4% | -69.2% | +93.6% | +32.3% |
| 1Y | +32.3% | -80.4% | +112.6% | +44.9% |
| All | +100.3% | -91.4% | +191.6% | +128.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling