-80.4%
LCID vs FIVE
+63.0%
-143.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.4% | -9.9% | -10.7% |
| 7D | +9.2% | +2.4% | +6.8% | +8.3% |
| 30D | -3.0% | +15.8% | -18.8% | -7.6% |
| 3M | -50.2% | +3.8% | -54.0% | -51.2% |
| 6M | -45.8% | +18.5% | -64.4% | -50.3% |
| YTD | -69.2% | +31.2% | -100.4% | -76.4% |
| 1Y | -80.4% | +61.8% | -142.2% | -88.7% |
| All | -80.4% | +63.0% | -143.4% | -88.7% |
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