+1,885.5%
FIX vs LCID
-96.8%
+1,982.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +10.4% | -5.0% | +4.6% |
| 7D | -17.5% | +8.9% | -26.4% | -18.1% |
| 30D | -41.6% | -15.4% | -26.1% | -40.9% |
| 3M | -40.6% | -52.9% | +12.3% | -37.1% |
| 6M | -49.4% | -46.8% | -2.5% | -47.7% |
| YTD | +9.2% | -68.9% | +78.1% | +17.4% |
| 1Y | +6.5% | -81.7% | +88.1% | +19.4% |
| 3Y | +448.7% | -92.4% | +541.1% | +532.9% |
| 5Y | +948.7% | -99.2% | +1,047.9% | +1,230.4% |
| All | +1,885.5% | -96.8% | +1,982.3% | +2,438.2% |
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