+248.3%
CB vs LCID
-97.1%
+345.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +1.1% |
| 7D | +2.9% | -10.2% | +13.1% | +2.9% |
| 30D | +7.3% | -10.2% | +17.5% | +7.3% |
| 3M | +9.4% | -54.1% | +63.5% | +9.3% |
| 6M | +19.6% | -53.8% | +73.4% | +19.6% |
| YTD | +21.5% | -72.0% | +93.5% | +21.6% |
| 1Y | +28.0% | -80.5% | +108.5% | +28.3% |
| 3Y | +74.9% | -92.6% | +167.4% | +75.5% |
| 5Y | +108.1% | -99.3% | +207.5% | +112.4% |
| All | +248.3% | -97.1% | +345.4% | +288.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling