+516.7%
CAH vs LCID
-99.3%
+616.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +1.1% |
| 7D | +3.5% | -10.2% | +13.6% | +3.4% |
| 30D | +13.5% | -10.2% | +23.6% | +13.4% |
| 3M | +21.8% | -54.1% | +76.0% | +21.7% |
| 6M | +51.5% | -53.8% | +105.3% | +51.4% |
| YTD | +38.1% | -72.0% | +110.1% | +38.1% |
| 1Y | +37.7% | -80.5% | +118.2% | +37.9% |
| 3Y | +179.6% | -92.6% | +272.2% | +180.4% |
| All | +516.7% | -99.3% | +616.0% | +541.4% |
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