-24.8%
CCI vs LCID
-97.1%
+72.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.2% | +10.5% | +1.7% |
| 7D | +2.5% | -10.2% | +12.7% | +3.0% |
| 30D | +14.4% | -10.2% | +24.6% | +14.7% |
| 3M | +21.7% | -54.1% | +75.8% | +26.0% |
| 6M | +4.0% | -53.8% | +57.8% | +6.8% |
| YTD | +6.2% | -72.0% | +78.3% | +11.6% |
| 1Y | +5.4% | -80.5% | +85.9% | +12.7% |
| 3Y | +11.7% | -92.6% | +104.3% | +22.0% |
| 5Y | -35.6% | -99.3% | +63.7% | -24.5% |
| All | -24.8% | -97.1% | +72.3% | -13.2% |
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