+2,101.3%
FIX vs LCID
-96.8%
+2,198.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.3% | +8.4% | -1.9% |
| 7D | +16.9% | +9.2% | +7.7% | +16.0% |
| 30D | -30.6% | -3.0% | -27.7% | -30.7% |
| 3M | -35.1% | -50.2% | +15.1% | -31.6% |
| 6M | -44.0% | -45.8% | +1.8% | -42.3% |
| YTD | +21.0% | -69.2% | +90.3% | +30.3% |
| 1Y | +16.2% | -80.4% | +96.5% | +29.6% |
| 3Y | +506.9% | -91.4% | +598.3% | +594.0% |
| 5Y | +1,051.1% | -99.3% | +1,150.3% | +1,362.9% |
| All | +2,101.3% | -96.8% | +2,198.1% | +2,715.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling