+810.1%
CDE vs LCID
-92.8%
+902.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.8% | +9.4% | +3.1% |
| 7D | -2.0% | -9.3% | +7.4% | -0.3% |
| 30D | +15.7% | -35.4% | +51.1% | +24.9% |
| 3M | +30.5% | -17.1% | +47.6% | +28.7% |
| 6M | -7.4% | -58.9% | +51.6% | +5.6% |
| YTD | +17.9% | -59.6% | +77.5% | +34.2% |
| 1Y | +46.7% | -78.0% | +124.7% | +88.0% |
| All | +810.1% | -92.8% | +902.9% | +1,238.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling