+14.4%
FIX vs LCID
-79.4%
+93.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +11.6% | -26.7% | -15.8% |
| 7D | -18.9% | -1.2% | -17.7% | -18.8% |
| 30D | -36.3% | -19.2% | -17.1% | -34.9% |
| 3M | -38.5% | -56.7% | +18.2% | -33.2% |
| 6M | -42.3% | -49.6% | +7.4% | -38.3% |
| YTD | +17.1% | -68.1% | +85.2% | +37.9% |
| 1Y | +14.4% | -79.4% | +93.8% | +53.7% |
| All | +14.4% | -79.4% | +93.8% | +53.7% |
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 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