+72.2%
MSFU vs LCID
-96.8%
+169.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.3% | -2.2% |
| 7D | -3.2% | +1.8% | -4.9% | -3.4% |
| 30D | -3.1% | -34.2% | +31.1% | +1.0% |
| 3M | +35.3% | -9.1% | +44.4% | +34.7% |
| 6M | +31.6% | -52.6% | +84.2% | +39.0% |
| YTD | -9.5% | -56.2% | +46.7% | -4.1% |
| 1Y | -18.4% | -74.9% | +56.5% | -9.2% |
| 3Y | +26.9% | -92.1% | +119.0% | +52.5% |
| All | +72.2% | -96.8% | +169.0% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LCID 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling