-79.4%
LCID vs FIVE
+63.3%
-142.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +6.7% | +4.9% | +9.2% |
| 7D | -1.2% | +7.5% | -8.7% | -3.6% |
| 30D | -19.2% | +16.7% | -35.9% | -23.3% |
| 3M | -56.7% | +13.4% | -70.0% | -59.0% |
| 6M | -49.6% | +9.0% | -58.7% | -51.1% |
| YTD | -68.1% | +33.8% | -101.9% | -74.4% |
| 1Y | -79.4% | +61.2% | -140.6% | -85.6% |
| All | -79.4% | +63.3% | -142.7% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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