+17.6%
FTV vs LCID
-76.7%
+94.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.8% | +6.5% | -0.9% |
| 7D | -1.3% | -9.3% | +8.1% | -0.8% |
| 30D | -9.5% | -35.4% | +25.9% | -7.8% |
| 3M | -10.9% | -17.1% | +6.2% | -11.2% |
| 6M | -0.6% | -58.9% | +58.3% | +6.0% |
| YTD | +1.4% | -59.6% | +61.0% | +7.9% |
| 1Y | +17.6% | -78.0% | +95.6% | +34.8% |
| All | +17.6% | -76.7% | +94.4% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling