+143.8%
FITB vs LCID
-90.9%
+234.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.4% | -6.9% | +1.7% |
| 7D | -1.1% | +20.0% | -21.1% | -2.7% |
| 30D | +7.3% | -5.0% | +12.4% | +7.4% |
| 3M | -4.0% | -48.9% | +44.9% | +0.8% |
| 6M | +11.9% | -43.2% | +55.1% | +14.8% |
| YTD | +19.0% | -65.9% | +84.9% | +27.3% |
| 1Y | +31.0% | -79.2% | +110.2% | +46.2% |
| 3Y | +143.8% | -90.4% | +234.2% | +197.2% |
| All | +143.8% | -90.9% | +234.7% | +197.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling