-75.0%
FRSH vs LCID
-98.5%
+23.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -6.6% | -9.8% | +3.2% | -4.4% |
| 30D | +2.1% | -35.5% | +37.6% | +12.1% |
| 3M | +29.0% | -18.4% | +47.3% | +30.0% |
| 6M | +48.6% | -60.5% | +109.1% | +75.1% |
| YTD | -2.9% | -60.1% | +57.1% | +12.9% |
| 1Y | -7.9% | -78.8% | +70.9% | +23.5% |
| 3Y | -46.5% | -92.8% | +46.3% | -16.9% |
| All | -75.0% | -98.5% | +23.5% | -33.4% |
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 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