+189.0%
CDE vs LCID
-97.9%
+286.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.0% |
| 7D | -3.1% | -9.8% | +6.7% | -1.7% |
| 30D | +9.5% | -35.5% | +44.9% | +16.5% |
| 3M | +25.5% | -18.4% | +43.9% | +25.0% |
| 6M | -7.9% | -60.5% | +52.6% | +2.4% |
| YTD | +15.6% | -60.1% | +75.6% | +27.7% |
| 1Y | +34.0% | -78.8% | +112.8% | +62.1% |
| 3Y | +791.9% | -92.8% | +884.7% | +1,053.6% |
| All | +189.0% | -97.9% | +286.9% | +399.5% |
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 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