+30.0%
CCJ vs LCID
-76.7%
+106.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.8% | +6.2% | -0.4% |
| 7D | +4.2% | -9.3% | +13.5% | +5.6% |
| 30D | +3.2% | -35.4% | +38.6% | +9.4% |
| 3M | -1.8% | -17.1% | +15.3% | -3.5% |
| 6M | -13.5% | -58.9% | +45.4% | +0.6% |
| YTD | +9.7% | -59.6% | +69.4% | +27.0% |
| 1Y | +30.0% | -78.0% | +108.0% | +76.5% |
| All | +30.0% | -76.7% | +106.7% | +76.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling