-26.3%
FRSH vs LCID
-92.2%
+65.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +1.1% |
| 7D | +4.6% | -10.2% | +14.8% | +5.6% |
| 30D | -7.5% | -10.2% | +2.7% | -6.9% |
| 3M | -0.1% | -54.1% | +54.0% | +8.5% |
| 6M | +54.5% | -53.8% | +108.3% | +65.0% |
| YTD | +3.4% | -72.0% | +75.5% | +16.4% |
| 1Y | +6.4% | -80.5% | +86.9% | +24.5% |
| 3Y | -26.3% | -92.6% | +66.3% | -5.0% |
| All | -26.3% | -92.2% | +65.9% | -5.0% |
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