+86.9%
FOXA vs LCID
-97.8%
+184.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.7% | -1.5% |
| 7D | -5.4% | -9.3% | +3.9% | -4.8% |
| 30D | +1.1% | -35.4% | +36.5% | +4.3% |
| 3M | -6.1% | -17.1% | +11.0% | -5.8% |
| 6M | +8.2% | -58.9% | +67.2% | +13.7% |
| YTD | -11.8% | -59.6% | +47.8% | -7.5% |
| 1Y | +9.9% | -78.0% | +87.9% | +20.1% |
| 3Y | +110.7% | -92.7% | +203.4% | +140.6% |
| 5Y | +86.9% | -97.8% | +184.8% | +125.9% |
| All | +86.9% | -97.8% | +184.7% | +125.9% |
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 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