-95.7%
LCID vs FIVN
-74.6%
-21.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.4% |
| 7D | -9.8% | -7.8% | -2.0% | -7.0% |
| 30D | -35.5% | -1.7% | -33.7% | -35.3% |
| 3M | -18.4% | +47.2% | -65.6% | -31.4% |
| 6M | -60.5% | +82.7% | -143.2% | -70.6% |
| YTD | -60.1% | +52.9% | -113.0% | -68.5% |
| 1Y | -78.8% | +17.5% | -96.3% | -81.4% |
| 3Y | -92.8% | -55.8% | -37.0% | -90.9% |
| 5Y | -97.9% | -82.3% | -15.6% | -96.6% |
| All | -95.7% | -74.6% | -21.2% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling