-95.3%
LCID vs FIVN
-72.4%
-22.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +2.7% |
| 7D | -6.6% | -2.3% | -4.3% | -5.8% |
| 30D | -30.1% | +12.4% | -42.5% | -34.3% |
| 3M | -17.6% | +36.0% | -53.6% | -28.5% |
| 6M | -54.4% | +86.0% | -140.4% | -66.2% |
| YTD | -55.7% | +65.9% | -121.7% | -66.2% |
| 1Y | -71.0% | +26.5% | -97.5% | -75.3% |
| 3Y | -92.6% | -54.2% | -38.4% | -90.8% |
| 5Y | -97.6% | -80.5% | -17.2% | -96.3% |
| All | -95.3% | -72.4% | -22.9% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling