-92.4%
LCID vs FGI
+1.5%
-93.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.8% | +11.2% | +10.4% |
| 7D | +8.9% | -7.0% | +15.9% | +9.0% |
| 30D | -15.4% | -4.2% | -11.2% | -15.4% |
| 3M | -52.9% | +55.6% | -108.5% | -53.3% |
| 6M | -46.8% | -3.2% | -43.7% | -47.1% |
| YTD | -68.9% | +29.1% | -98.0% | -69.3% |
| 1Y | -81.7% | +51.0% | -132.7% | -82.0% |
| 3Y | -92.4% | +1.5% | -93.9% | -92.4% |
| All | -92.4% | +1.5% | -93.9% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling