+30.2%
FITB vs LCID
-79.5%
+109.8%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.4% | -6.9% | +1.8% |
| 7D | -1.1% | +20.0% | -21.1% | -2.5% |
| 30D | +7.3% | -5.0% | +12.4% | +7.4% |
| 3M | -4.0% | -48.9% | +44.9% | -0.1% |
| 6M | +11.9% | -43.2% | +55.1% | +14.5% |
| YTD | +19.0% | -65.9% | +84.9% | +29.8% |
| All | +30.2% | -79.5% | +109.8% | +57.1% |
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