-72.3%
FLNC vs LCID
-98.5%
+26.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.1% | -3.4% |
| 7D | -5.0% | -9.1% | +4.1% | -1.0% |
| 30D | -26.1% | -37.6% | +11.5% | -10.0% |
| 3M | -55.2% | -11.1% | -44.1% | -56.8% |
| 6M | -42.6% | -59.2% | +16.6% | -22.7% |
| YTD | -51.0% | -60.5% | +9.4% | -33.1% |
| 1Y | +43.3% | -78.5% | +121.8% | +158.3% |
| 3Y | -63.4% | -92.8% | +29.4% | -9.5% |
| All | -72.3% | -98.5% | +26.2% | +29.5% |
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