-61.0%
FND vs LCID
-97.7%
+36.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.4% |
| 7D | +0.4% | +1.8% | -1.4% | 0.0% |
| 30D | -23.6% | -34.2% | +10.7% | -17.7% |
| 3M | +4.3% | -9.1% | +13.5% | +2.4% |
| 6M | -20.3% | -52.6% | +32.3% | -12.4% |
| YTD | -21.3% | -56.2% | +34.9% | -12.7% |
| 1Y | -45.4% | -74.9% | +29.5% | -33.1% |
| 3Y | -48.9% | -92.1% | +43.2% | -28.1% |
| 5Y | -61.0% | -97.6% | +36.5% | -30.5% |
| All | -61.0% | -97.7% | +36.6% | -30.5% |
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