+499.2%
CAH vs LCID
-95.4%
+594.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | +5.4% | -6.6% | +12.0% | +5.4% |
| 30D | +3.3% | -30.1% | +33.5% | +3.1% |
| 3M | +22.8% | -17.6% | +40.4% | +22.8% |
| 6M | +11.3% | -54.4% | +65.7% | +11.1% |
| YTD | +21.1% | -55.7% | +76.9% | +21.0% |
| 1Y | +67.2% | -71.0% | +138.3% | +66.9% |
| 3Y | +195.6% | -92.6% | +288.3% | +195.6% |
| 5Y | +413.8% | -97.6% | +511.4% | +417.5% |
| All | +499.2% | -95.4% | +594.7% | +509.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling