-41.6%
CAG vs LCID
-99.3%
+57.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -11.3% | +9.4% | -1.9% |
| 7D | -6.2% | +9.2% | -15.4% | -6.2% |
| 30D | +7.4% | -3.0% | +10.4% | +7.4% |
| 3M | -1.6% | -50.2% | +48.6% | -1.6% |
| 6M | +6.3% | -45.8% | +52.2% | +6.4% |
| YTD | -10.1% | -69.2% | +59.1% | -10.0% |
| 1Y | -10.2% | -80.4% | +70.1% | -10.2% |
| 3Y | -37.3% | -91.4% | +54.1% | -37.3% |
| 5Y | -41.6% | -99.3% | +57.7% | -42.7% |
| All | -41.6% | -99.3% | +57.7% | -42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling