+1,295.9%
FTI vs LCID
-95.9%
+1,391.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.8% |
| 7D | -5.6% | -9.1% | +3.5% | -5.3% |
| 30D | +0.4% | -37.6% | +38.0% | +2.2% |
| 3M | +8.1% | -11.1% | +19.2% | +7.4% |
| 6M | +16.7% | -59.2% | +75.9% | +20.2% |
| YTD | +70.0% | -60.5% | +130.4% | +75.0% |
| 1Y | +85.4% | -78.5% | +163.9% | +96.0% |
| 3Y | +265.9% | -92.8% | +358.8% | +297.6% |
| 5Y | +1,072.7% | -97.9% | +1,170.6% | +1,247.3% |
| All | +1,295.9% | -95.9% | +1,391.8% | +1,759.1% |
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