+242.2%
CB vs LCID
-96.3%
+338.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.2% | +1.6% |
| 7D | +0.7% | +24.8% | -24.1% | +0.7% |
| 30D | +8.2% | -0.5% | +8.7% | +8.2% |
| 3M | +6.3% | -43.0% | +49.3% | +6.3% |
| 6M | +16.2% | -40.5% | +56.7% | +16.2% |
| YTD | +19.3% | -64.3% | +83.7% | +19.5% |
| 1Y | +29.2% | -78.1% | +107.3% | +29.6% |
| 3Y | +71.4% | -90.1% | +161.5% | +72.0% |
| 5Y | +104.2% | -99.1% | +203.3% | +108.5% |
| All | +242.2% | -96.3% | +338.5% | +282.1% |
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