-63.0%
FISV vs LCID
-78.4%
+15.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.8% |
| 7D | -7.2% | -9.1% | +1.9% | -6.4% |
| 30D | -7.2% | -37.6% | +30.4% | -3.6% |
| 3M | -8.2% | -11.1% | +2.9% | -8.8% |
| 6M | -17.7% | -59.2% | +41.5% | -12.4% |
| YTD | -27.2% | -60.5% | +33.3% | -22.8% |
| 1Y | -63.0% | -78.5% | +15.5% | -59.5% |
| All | -63.0% | -78.4% | +15.4% | -59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling