+122.9%
FIX vs LCID
-71.9%
+194.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.7% |
| 7D | +6.0% | -6.6% | +12.6% | +6.7% |
| 30D | -7.2% | -30.1% | +22.9% | -3.9% |
| 3M | -15.9% | -17.6% | +1.8% | -15.5% |
| 6M | +12.7% | -54.4% | +67.2% | +27.3% |
| YTD | +72.8% | -55.7% | +128.5% | +93.8% |
| 1Y | +122.9% | -71.0% | +193.9% | +186.3% |
| All | +122.9% | -71.9% | +194.8% | +186.3% |
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