+6.5%
FIX vs LCID
-81.4%
+87.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +10.4% | -5.0% | +4.5% |
| 7D | -17.5% | +8.9% | -26.4% | -18.0% |
| 30D | -41.6% | -15.4% | -26.1% | -40.6% |
| 3M | -40.6% | -52.9% | +12.3% | -36.0% |
| 6M | -49.4% | -46.8% | -2.5% | -46.6% |
| YTD | +9.2% | -68.9% | +78.1% | +29.4% |
| 1Y | +6.5% | -81.7% | +88.1% | +52.7% |
| All | +6.5% | -81.4% | +87.9% | +52.7% |
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