+1,168.7%
FTI vs LCID
-97.7%
+1,266.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.0% |
| 7D | -0.2% | +1.8% | -1.9% | -0.3% |
| 30D | +12.3% | -34.2% | +46.6% | +14.6% |
| 3M | +13.8% | -9.1% | +22.9% | +12.6% |
| 6M | +24.3% | -52.6% | +76.9% | +28.3% |
| YTD | +75.8% | -56.2% | +132.0% | +81.9% |
| 1Y | +99.6% | -74.9% | +174.5% | +113.4% |
| 3Y | +278.4% | -92.1% | +370.5% | +324.5% |
| 5Y | +1,168.7% | -97.6% | +1,266.2% | +1,631.5% |
| All | +1,168.7% | -97.7% | +1,266.4% | +1,631.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling