+2,072.7%
FIX vs LCID
-97.1%
+2,169.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.2% | +7.8% | -0.6% |
| 7D | +9.4% | -10.2% | +19.6% | +10.3% |
| 30D | -27.8% | -10.2% | -17.6% | -27.4% |
| 3M | -35.6% | -54.1% | +18.6% | -31.6% |
| 6M | -45.2% | -53.8% | +8.5% | -42.8% |
| YTD | +19.5% | -72.0% | +91.5% | +29.6% |
| 1Y | +24.2% | -80.5% | +104.8% | +38.7% |
| 3Y | +494.2% | -92.6% | +586.7% | +587.0% |
| 5Y | +1,036.1% | -99.3% | +1,135.5% | +1,355.1% |
| All | +2,072.7% | -97.1% | +2,169.9% | +2,700.9% |
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 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