+71.1%
FITB vs LCID
-97.7%
+168.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +2.8% | +1.8% | +1.1% | +2.6% |
| 30D | -4.5% | -34.2% | +29.7% | -0.6% |
| 3M | +5.7% | -9.1% | +14.8% | +4.7% |
| 6M | +17.1% | -52.6% | +69.7% | +23.6% |
| YTD | +18.3% | -56.2% | +74.5% | +25.4% |
| 1Y | +23.9% | -74.9% | +98.8% | +38.9% |
| 3Y | +131.1% | -92.1% | +223.2% | +178.1% |
| 5Y | +71.1% | -97.6% | +168.6% | +132.9% |
| All | +71.1% | -97.7% | +168.8% | +132.9% |
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