-97.8%
LCID vs FIVN
-82.0%
-15.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.8% | -5.0% | -6.6% |
| 7D | -9.3% | -9.6% | +0.2% | -5.6% |
| 30D | -35.4% | -11.9% | -23.5% | -32.3% |
| 3M | -17.1% | +40.1% | -57.2% | -29.9% |
| 6M | -58.9% | +68.3% | -127.3% | -69.1% |
| YTD | -59.6% | +51.5% | -111.1% | -68.7% |
| 1Y | -78.0% | +15.1% | -93.1% | -80.7% |
| 3Y | -92.7% | -55.6% | -37.1% | -90.4% |
| 5Y | -97.8% | -82.4% | -15.4% | -95.8% |
| All | -97.8% | -82.0% | -15.8% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling