-13.6%
MSFU vs LCID
-80.6%
+67.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -11.3% | +12.1% | +2.5% |
| 7D | -4.9% | +9.2% | -14.2% | -6.4% |
| 30D | -9.1% | -3.0% | -6.1% | -9.2% |
| 3M | +8.7% | -50.2% | +58.9% | +17.5% |
| 6M | +48.3% | -45.8% | +94.1% | +55.3% |
| YTD | -1.6% | -69.2% | +67.6% | +6.6% |
| 1Y | -13.6% | -80.4% | +66.8% | -7.0% |
| All | -13.6% | -80.6% | +67.0% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling