-98.9%
LCID vs FGI
-70.0%
-28.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.9% | +4.7% |
| 7D | +24.8% | -4.1% | +28.9% | +24.9% |
| 30D | -0.5% | -3.4% | +2.8% | -0.5% |
| 3M | -43.0% | +61.8% | -104.7% | -44.6% |
| 6M | -40.5% | +17.0% | -57.6% | -41.8% |
| YTD | -64.3% | +31.4% | -95.7% | -65.9% |
| 1Y | -78.1% | +42.7% | -120.7% | -79.2% |
| 3Y | -90.1% | -0.1% | -89.9% | -91.0% |
| All | -98.9% | -70.0% | -28.9% | -98.9% |
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