+587.4%
CCJ vs LCID
-97.1%
+684.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.2% | +7.8% | -0.5% |
| 7D | -0.8% | -10.2% | +9.4% | +0.2% |
| 30D | -13.2% | -10.2% | -3.0% | -12.5% |
| 3M | -27.6% | -54.1% | +26.5% | -22.0% |
| 6M | -38.7% | -53.8% | +15.1% | -35.1% |
| YTD | -22.7% | -72.0% | +49.4% | -14.3% |
| 1Y | -17.6% | -80.5% | +62.9% | -5.4% |
| 3Y | +62.7% | -92.6% | +155.2% | +94.7% |
| 5Y | +159.7% | -99.3% | +259.1% | +266.6% |
| All | +587.4% | -97.1% | +684.5% | +896.3% |
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