-10.4%
FXI vs LCID
-97.1%
+86.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +0.7% |
| 7D | -4.2% | -10.2% | +6.0% | -3.5% |
| 30D | -1.1% | -10.2% | +9.1% | -0.7% |
| 3M | -4.0% | -54.1% | +50.2% | +1.6% |
| 6M | -11.8% | -53.8% | +41.9% | -8.1% |
| YTD | -11.9% | -72.0% | +60.1% | -4.8% |
| 1Y | -16.1% | -80.5% | +64.4% | -6.7% |
| 3Y | +38.8% | -92.6% | +131.3% | +59.9% |
| 5Y | -9.1% | -99.3% | +90.3% | +19.0% |
| All | -10.4% | -97.1% | +86.7% | +20.4% |
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