+211.6%
FTI vs LCID
-92.2%
+303.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -9.2% | +11.3% | +2.2% |
| 7D | +4.3% | -10.2% | +14.5% | +4.4% |
| 30D | -4.7% | -10.2% | +5.5% | -4.6% |
| 3M | -13.5% | -54.1% | +40.6% | -12.7% |
| 6M | -8.7% | -53.8% | +45.0% | -8.0% |
| YTD | +49.0% | -72.0% | +121.1% | +52.9% |
| 1Y | +54.0% | -80.5% | +134.5% | +59.5% |
| 3Y | +211.6% | -92.6% | +304.2% | +233.2% |
| All | +211.6% | -92.2% | +303.8% | +233.2% |
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