+89.8%
FTNT vs LCID
-99.3%
+189.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.2% | +7.4% | -0.7% |
| 7D | +7.1% | -10.2% | +17.2% | +8.2% |
| 30D | -30.9% | -10.2% | -20.7% | -30.2% |
| 3M | -23.1% | -54.1% | +31.0% | -16.6% |
| 6M | +8.1% | -53.8% | +61.9% | +14.7% |
| YTD | +60.2% | -72.0% | +132.3% | +78.7% |
| 1Y | +57.0% | -80.5% | +137.5% | +83.0% |
| 3Y | +152.9% | -92.6% | +245.5% | +208.9% |
| All | +89.8% | -99.3% | +189.1% | +243.5% |
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