+13.5%
FTV vs LCID
-99.2%
+112.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -1.0% |
| 7D | +0.2% | +8.9% | -8.7% | -0.6% |
| 30D | +15.7% | -15.4% | +31.1% | +17.0% |
| 3M | +7.5% | -52.9% | +60.4% | +14.0% |
| 6M | +8.5% | -46.8% | +55.3% | +12.0% |
| YTD | +18.8% | -68.9% | +87.7% | +28.1% |
| 1Y | +28.5% | -81.7% | +110.2% | +45.4% |
| 3Y | +34.0% | -92.4% | +126.4% | +56.9% |
| All | +13.5% | -99.2% | +112.7% | +54.4% |
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