+223.8%
CDNS vs LCID
-97.1%
+320.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.2% | +6.1% | -2.3% |
| 7D | +1.0% | -10.2% | +11.1% | +1.8% |
| 30D | -2.0% | -10.2% | +8.2% | -1.4% |
| 3M | -0.2% | -54.1% | +53.9% | +6.2% |
| 6M | -8.9% | -53.8% | +44.9% | -4.5% |
| YTD | +3.3% | -72.0% | +75.4% | +12.5% |
| 1Y | +2.2% | -80.5% | +82.7% | +14.7% |
| 3Y | +22.4% | -92.6% | +114.9% | +42.4% |
| 5Y | +78.0% | -99.3% | +177.4% | +139.4% |
| All | +223.8% | -97.1% | +320.9% | +344.4% |
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