+555.3%
FN vs LCID
-95.4%
+650.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +3.0% |
| 7D | -1.7% | -6.6% | +4.9% | -1.0% |
| 30D | -22.0% | -30.1% | +8.2% | -19.0% |
| 3M | -43.0% | -17.6% | -25.4% | -42.6% |
| 6M | -27.7% | -54.4% | +26.7% | -22.9% |
| YTD | -10.5% | -55.7% | +45.2% | -4.7% |
| 1Y | +12.5% | -71.0% | +83.5% | +24.1% |
| 3Y | +153.8% | -92.6% | +246.4% | +200.9% |
| 5Y | +288.0% | -97.6% | +385.6% | +386.8% |
| All | +555.3% | -95.4% | +650.7% | +697.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling