+488.6%
FN vs LCID
-96.5%
+585.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.4% | +2.4% | +10.8% |
| 7D | +16.3% | +20.0% | -3.7% | +14.1% |
| 30D | -24.7% | -5.0% | -19.7% | -24.4% |
| 3M | -34.9% | -48.9% | +13.9% | -30.4% |
| 6M | -41.1% | -43.2% | +2.1% | -38.6% |
| YTD | -19.6% | -65.9% | +46.3% | -12.3% |
| 1Y | -18.5% | -79.2% | +60.6% | -7.0% |
| 3Y | +119.1% | -90.4% | +209.5% | +156.4% |
| 5Y | +206.9% | -99.2% | +306.1% | +308.7% |
| All | +488.6% | -96.5% | +585.1% | +634.2% |
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