-26.1%
CCI vs LCID
-96.3%
+70.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | +1.5% |
| 7D | +3.2% | +24.8% | -21.6% | +1.9% |
| 30D | +12.2% | -0.5% | +12.7% | +11.9% |
| 3M | +23.1% | -43.0% | +66.1% | +26.2% |
| 6M | +1.3% | -40.5% | +41.8% | +2.7% |
| YTD | +4.5% | -64.3% | +68.8% | +8.5% |
| 1Y | +2.3% | -78.1% | +80.4% | +8.9% |
| 3Y | +9.8% | -90.1% | +99.9% | +18.2% |
| 5Y | -36.5% | -99.1% | +62.6% | -26.6% |
| All | -26.1% | -96.3% | +70.3% | -15.6% |
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