+81.3%
FN vs LCID
-93.7%
+175.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -11.6% | -2.7% | -12.5% |
| 7D | -16.0% | -6.9% | -9.1% | -15.0% |
| 30D | -40.1% | -28.4% | -11.7% | -37.3% |
| 3M | -43.9% | -55.5% | +11.6% | -37.2% |
| 6M | -55.6% | -52.3% | -3.3% | -51.8% |
| YTD | -35.7% | -71.8% | +36.2% | -25.1% |
| 1Y | -39.8% | -82.7% | +42.9% | -25.8% |
| All | +81.3% | -93.7% | +175.0% | +143.9% |
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 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