+66.2%
CART vs LCID
-81.4%
+147.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | +0.1% |
| 7D | +3.0% | +8.9% | -6.0% | +2.5% |
| 30D | +28.6% | -15.4% | +44.0% | +29.0% |
| 3M | +29.1% | -52.9% | +81.9% | +31.6% |
| 6M | +44.7% | -46.8% | +91.6% | +46.7% |
| YTD | +29.2% | -68.9% | +98.1% | +29.5% |
| 1Y | +66.2% | -81.7% | +147.8% | +65.7% |
| All | +66.2% | -81.4% | +147.6% | +65.7% |
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 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