+161.9%
CDE vs LCID
-95.4%
+257.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.1% |
| 7D | +0.5% | -6.6% | +7.1% | +1.3% |
| 30D | +21.9% | -30.1% | +52.0% | +26.7% |
| 3M | +14.9% | -17.6% | +32.5% | +14.8% |
| 6M | -10.5% | -54.4% | +43.9% | -4.4% |
| YTD | +19.3% | -55.7% | +75.0% | +27.5% |
| 1Y | +50.8% | -71.0% | +121.8% | +68.9% |
| 3Y | +782.3% | -92.6% | +875.0% | +967.6% |
| 5Y | +191.7% | -97.6% | +289.3% | +277.7% |
| All | +161.9% | -95.4% | +257.3% | +255.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling