+1,123.7%
FTI vs LCID
-97.1%
+1,220.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -9.2% | +11.3% | +2.4% |
| 7D | +4.3% | -10.2% | +14.5% | +4.7% |
| 30D | -4.7% | -10.2% | +5.5% | -4.5% |
| 3M | -13.5% | -54.1% | +40.6% | -11.2% |
| 6M | -8.7% | -53.8% | +45.0% | -7.0% |
| YTD | +49.0% | -72.0% | +121.1% | +55.1% |
| 1Y | +54.0% | -80.5% | +134.5% | +62.9% |
| 3Y | +211.6% | -92.6% | +304.2% | +235.7% |
| 5Y | +881.9% | -99.3% | +981.2% | +1,035.7% |
| All | +1,123.7% | -97.1% | +1,220.8% | +1,547.6% |
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