-54.4%
LCID vs FIVE
+12.1%
-66.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +0.7% |
| 7D | -6.6% | +4.3% | -10.8% | -7.4% |
| 30D | -30.1% | +12.5% | -42.7% | -32.3% |
| 3M | -17.6% | +31.2% | -48.8% | -22.6% |
| 6M | -54.4% | +14.4% | -68.8% | -57.1% |
| All | -54.4% | +12.1% | -66.5% | -57.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling