-78.4%
LCID vs FIVE
+66.9%
-145.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.2% |
| 7D | +8.9% | -0.5% | +9.4% | +9.3% |
| 30D | +6.8% | +17.4% | -10.6% | +1.1% |
| 3M | -45.2% | +7.0% | -52.3% | -47.0% |
| 6M | -39.1% | +20.5% | -59.6% | -44.5% |
| YTD | -65.3% | +33.1% | -98.4% | -73.5% |
| 1Y | -78.4% | +67.1% | -145.5% | -87.9% |
| All | -78.4% | +66.9% | -145.3% | -87.9% |
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