+351.8%
CCJ vs LCID
-97.7%
+449.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.3% |
| 7D | +5.9% | +1.8% | +4.2% | +5.7% |
| 30D | +4.7% | -34.2% | +38.9% | +9.9% |
| 3M | -3.3% | -9.1% | +5.8% | -4.4% |
| 6M | -7.0% | -52.6% | +45.6% | -0.9% |
| YTD | +11.5% | -56.2% | +67.7% | +19.6% |
| 1Y | +32.3% | -74.9% | +107.2% | +50.9% |
| 3Y | +176.8% | -92.1% | +268.9% | +241.6% |
| 5Y | +351.8% | -97.6% | +449.3% | +654.6% |
| All | +351.8% | -97.7% | +449.5% | +654.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling