+96.9%
FTI vs LCID
-76.7%
+173.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.8% | +7.3% | -0.5% |
| 7D | -2.3% | -9.3% | +7.0% | -2.4% |
| 30D | +5.0% | -35.4% | +40.4% | +4.6% |
| 3M | +13.8% | -17.1% | +30.9% | +12.2% |
| 6M | +22.9% | -58.9% | +81.8% | +31.1% |
| YTD | +75.0% | -59.6% | +134.6% | +85.2% |
| 1Y | +96.9% | -78.0% | +174.9% | +109.1% |
| All | +96.9% | -76.7% | +173.6% | +109.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling