+180.2%
CAH vs LCID
-92.8%
+273.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.8% | +7.6% | -0.3% |
| 7D | -2.2% | -9.3% | +7.1% | -2.4% |
| 30D | +1.2% | -35.4% | +36.6% | +0.4% |
| 3M | +13.1% | -17.1% | +30.2% | +13.1% |
| 6M | +8.5% | -58.9% | +67.4% | +7.4% |
| YTD | +17.6% | -59.6% | +77.2% | +16.5% |
| 1Y | +60.7% | -78.0% | +138.6% | +58.0% |
| All | +180.2% | -92.8% | +273.0% | +169.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling