+2,105.4%
FIX vs LCID
-97.6%
+2,203.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.7% |
| 7D | +6.0% | -6.6% | +12.6% | +6.8% |
| 30D | -7.2% | -30.1% | +22.9% | -3.6% |
| 3M | -15.9% | -17.6% | +1.8% | -15.8% |
| 6M | +12.7% | -54.4% | +67.2% | +20.6% |
| YTD | +72.8% | -55.7% | +128.5% | +84.5% |
| 1Y | +122.9% | -71.0% | +193.9% | +148.9% |
| 3Y | +774.3% | -92.6% | +867.0% | +980.4% |
| All | +2,105.4% | -97.6% | +2,203.1% | +2,838.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling