+48.9%
FITB vs LCID
-99.2%
+148.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.4% | -6.9% | +1.5% |
| 7D | -1.1% | +20.0% | -21.1% | -3.2% |
| 30D | +7.3% | -5.0% | +12.4% | +7.4% |
| 3M | -4.0% | -48.9% | +44.9% | +2.2% |
| 6M | +11.9% | -43.2% | +55.1% | +15.6% |
| YTD | +19.0% | -65.9% | +84.9% | +29.1% |
| 1Y | +31.0% | -79.2% | +110.2% | +50.0% |
| 3Y | +143.8% | -90.4% | +234.2% | +186.9% |
| 5Y | +48.9% | -99.2% | +148.1% | +114.0% |
| All | +48.9% | -99.2% | +148.1% | +114.0% |
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