-7.6%
FXI vs LCID
-95.8%
+88.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.8% | +6.5% | -0.7% |
| 7D | -2.8% | -9.3% | +6.6% | -2.0% |
| 30D | -5.3% | -35.4% | +30.1% | -2.0% |
| 3M | +0.3% | -17.1% | +17.4% | +0.3% |
| 6M | -4.6% | -58.9% | +54.4% | +0.9% |
| YTD | -9.1% | -59.6% | +50.5% | -4.2% |
| 1Y | -12.0% | -78.0% | +66.0% | -2.6% |
| 3Y | +38.6% | -92.7% | +131.3% | +60.7% |
| 5Y | -6.6% | -97.8% | +91.3% | +17.2% |
| All | -7.6% | -95.8% | +88.3% | +21.2% |
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