+150.8%
CDE vs LCID
-95.9%
+246.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.9% |
| 7D | -6.1% | -9.1% | +3.1% | -5.1% |
| 30D | +9.5% | -37.6% | +47.1% | +15.4% |
| 3M | +32.0% | -11.1% | +43.1% | +30.3% |
| 6M | -12.8% | -59.2% | +46.4% | -5.7% |
| YTD | +14.2% | -60.5% | +74.7% | +23.7% |
| 1Y | +36.3% | -78.5% | +114.8% | +57.7% |
| 3Y | +821.4% | -92.8% | +914.2% | +1,022.3% |
| 5Y | +194.3% | -97.9% | +292.2% | +285.9% |
| All | +150.8% | -95.9% | +246.7% | +244.3% |
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