+5.8%
CAT vs LCID
-79.5%
+85.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +9.4% | -2.2% | +6.3% |
| 7D | -2.4% | +20.0% | -22.4% | -4.0% |
| 30D | -25.0% | -5.0% | -20.0% | -24.8% |
| 3M | -28.7% | -48.9% | +20.1% | -25.0% |
| 6M | -33.0% | -43.2% | +10.2% | -30.5% |
| YTD | +5.4% | -65.9% | +71.4% | +19.3% |
| All | +5.8% | -79.5% | +85.3% | +32.4% |
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 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