+86.1%
FICO vs LCID
-99.2%
+185.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -11.6% | +12.5% | +1.8% |
| 7D | -0.3% | -6.9% | +6.6% | +0.1% |
| 30D | +1.7% | -28.4% | +30.1% | +4.0% |
| 3M | -35.2% | -55.5% | +20.3% | -31.4% |
| 6M | -33.7% | -52.3% | +18.7% | -31.2% |
| YTD | -58.2% | -71.8% | +13.6% | -54.8% |
| 1Y | -56.6% | -82.7% | +26.1% | -51.2% |
| 3Y | -24.0% | -93.5% | +69.6% | -11.2% |
| 5Y | +86.1% | -99.3% | +185.3% | +160.3% |
| All | +86.1% | -99.2% | +185.3% | +160.3% |
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