+506.7%
FIX vs LCID
-90.9%
+597.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.4% | 0.0% | +8.5% |
| 7D | -7.2% | +20.0% | -27.2% | -8.9% |
| 30D | -35.1% | -5.0% | -30.1% | -35.0% |
| 3M | -34.3% | -48.9% | +14.6% | -30.2% |
| 6M | -42.9% | -43.2% | +0.3% | -41.0% |
| YTD | +19.5% | -65.9% | +85.4% | +30.0% |
| 1Y | +16.8% | -79.2% | +95.9% | +33.3% |
| 3Y | +506.7% | -90.4% | +597.1% | +615.0% |
| All | +506.7% | -90.9% | +597.6% | +615.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling