-99.2%
LCID vs FGI
-74.8%
-24.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -25.2% | +16.0% | -8.6% |
| 7D | -10.2% | -14.4% | +4.2% | -9.9% |
| 30D | -10.2% | -11.8% | +1.6% | -10.0% |
| 3M | -54.1% | -46.2% | -7.9% | -53.5% |
| 6M | -53.8% | +5.2% | -58.9% | -54.7% |
| YTD | -72.0% | +10.5% | -82.6% | -73.2% |
| 1Y | -80.5% | +25.5% | -106.0% | -81.6% |
| 3Y | -92.6% | -16.0% | -76.6% | -93.2% |
| All | -99.2% | -74.8% | -24.4% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling