-37.4%
FISV vs LCID
-99.3%
+62.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -9.2% | +12.9% | +4.4% |
| 7D | +1.4% | -10.2% | +11.6% | +2.1% |
| 30D | +38.4% | -10.2% | +48.6% | +39.0% |
| 3M | +14.9% | -54.1% | +69.0% | +20.6% |
| 6M | +21.8% | -53.8% | +75.5% | +26.5% |
| YTD | -5.0% | -72.0% | +67.0% | +1.4% |
| 1Y | -1.2% | -80.5% | +79.4% | +7.8% |
| 3Y | -47.5% | -92.6% | +45.0% | -41.3% |
| All | -37.4% | -99.3% | +62.0% | -19.7% |
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