+243.3%
CB vs LCID
-96.4%
+339.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.3% |
| 7D | -1.0% | +8.9% | -9.9% | -1.0% |
| 30D | +7.3% | +6.8% | +0.5% | +7.3% |
| 3M | +7.0% | -45.2% | +52.2% | +7.0% |
| 6M | +16.3% | -39.1% | +55.5% | +16.4% |
| YTD | +19.7% | -65.3% | +85.0% | +19.9% |
| 1Y | +27.8% | -78.4% | +106.2% | +28.2% |
| 3Y | +72.0% | -90.3% | +162.4% | +72.5% |
| 5Y | +104.9% | -99.2% | +204.1% | +109.1% |
| All | +243.3% | -96.4% | +339.7% | +283.4% |
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 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