+1,374.5%
FTI vs LCID
-95.4%
+1,470.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | +5.3% | -6.6% | +11.9% | +5.5% |
| 30D | +15.3% | -30.1% | +45.5% | +16.8% |
| 3M | +15.8% | -17.6% | +33.4% | +15.5% |
| 6M | +22.6% | -54.4% | +77.0% | +25.8% |
| YTD | +79.5% | -55.7% | +135.3% | +84.1% |
| 1Y | +102.0% | -71.0% | +173.1% | +110.6% |
| 3Y | +315.8% | -92.6% | +408.5% | +352.0% |
| 5Y | +1,129.5% | -97.6% | +1,227.1% | +1,306.6% |
| All | +1,374.5% | -95.4% | +1,470.0% | +1,855.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling