-7.9%
FXI vs LCID
-96.3%
+88.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.1% |
| 7D | +3.7% | +24.8% | -21.2% | +1.6% |
| 30D | +0.5% | -0.5% | +1.0% | +0.2% |
| 3M | -5.7% | -43.0% | +37.3% | -1.9% |
| 6M | -6.9% | -40.5% | +33.6% | -4.8% |
| YTD | -9.5% | -64.3% | +54.9% | -4.0% |
| 1Y | -14.0% | -78.1% | +64.0% | -5.2% |
| 3Y | +44.5% | -90.1% | +134.6% | +62.8% |
| 5Y | -2.8% | -99.1% | +96.3% | +24.6% |
| All | -7.9% | -96.3% | +88.4% | +21.4% |
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 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