+8.9%
CAT vs LCID
-79.4%
+88.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +11.6% | -16.8% | -6.1% |
| 7D | -17.1% | -1.2% | -15.9% | -17.0% |
| 30D | -30.1% | -19.2% | -10.9% | -28.8% |
| 3M | -32.4% | -56.7% | +24.3% | -27.7% |
| 6M | -32.1% | -49.6% | +17.5% | -28.4% |
| YTD | +4.1% | -68.1% | +72.2% | +18.9% |
| 1Y | +8.9% | -79.4% | +88.3% | +37.3% |
| All | +8.9% | -79.4% | +88.3% | +37.3% |
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