-74.9%
LCID vs FDS
-20.8%
-54.1%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.3% | +3.2% | -0.3% |
| 7D | +1.8% | -5.4% | +7.1% | +2.7% |
| 30D | -34.2% | +1.6% | -35.8% | -34.6% |
| 3M | -9.1% | +17.7% | -26.9% | -13.2% |
| 6M | -52.6% | +29.1% | -81.7% | -54.7% |
| YTD | -56.2% | +1.0% | -57.2% | -59.5% |
| 1Y | -74.9% | -21.6% | -53.3% | -74.5% |
| All | -74.9% | -20.8% | -54.1% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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