+21.3%
FTV vs LCID
-95.5%
+116.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | -0.4% | +1.8% | -2.1% | -0.5% |
| 30D | -8.3% | -34.2% | +25.9% | -6.1% |
| 3M | -7.4% | -9.1% | +1.7% | -7.9% |
| 6M | -1.2% | -52.6% | +51.4% | +2.0% |
| YTD | +2.7% | -56.2% | +58.9% | +6.3% |
| 1Y | +18.4% | -74.9% | +93.3% | +26.5% |
| 3Y | -2.0% | -92.1% | +90.0% | +8.3% |
| 5Y | +3.4% | -97.6% | +101.0% | +19.8% |
| All | +21.3% | -95.5% | +116.8% | +51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling