-1.2%
FISV vs LCID
-82.0%
+80.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -9.2% | +12.9% | +4.6% |
| 7D | +1.4% | -10.2% | +11.6% | +2.3% |
| 30D | +38.4% | -10.2% | +48.6% | +39.2% |
| 3M | +14.9% | -54.1% | +69.0% | +22.3% |
| 6M | +21.8% | -53.8% | +75.5% | +28.0% |
| YTD | -5.0% | -72.0% | +67.0% | +4.7% |
| 1Y | -1.2% | -80.5% | +79.4% | +14.5% |
| All | -1.2% | -82.0% | +80.8% | +14.5% |
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