+33.8%
FFIV vs LCID
-99.3%
+133.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.2% | +6.5% | -1.8% |
| 7D | -0.5% | -10.2% | +9.6% | +0.3% |
| 30D | -32.4% | -10.2% | -22.2% | -32.0% |
| 3M | -25.7% | -54.1% | +28.4% | -20.8% |
| 6M | -13.5% | -53.8% | +40.3% | -9.4% |
| YTD | +21.1% | -72.0% | +93.2% | +32.5% |
| 1Y | +29.4% | -80.5% | +109.9% | +46.5% |
| 3Y | +94.9% | -92.6% | +187.5% | +129.9% |
| All | +33.8% | -99.3% | +133.2% | +98.3% |
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