+99.7%
CDE vs LCID
-99.3%
+199.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.2% | +7.0% | -0.7% |
| 7D | -9.6% | -10.2% | +0.6% | -8.1% |
| 30D | -6.7% | -10.2% | +3.5% | -5.6% |
| 3M | -24.2% | -54.1% | +29.9% | -14.6% |
| 6M | -29.1% | -53.8% | +24.7% | -22.7% |
| YTD | -21.5% | -72.0% | +50.5% | -7.5% |
| 1Y | -7.4% | -80.5% | +73.1% | +15.8% |
| 3Y | +596.3% | -92.6% | +688.9% | +843.8% |
| All | +99.7% | -99.3% | +199.0% | +249.9% |
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