+78.5%
CDNS vs LCID
-99.2%
+177.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.4% | -7.7% | +1.5% |
| 7D | -2.4% | +8.9% | -11.4% | -3.5% |
| 30D | -10.2% | -15.4% | +5.3% | -8.8% |
| 3M | -5.5% | -52.9% | +47.4% | +2.2% |
| 6M | -9.9% | -46.8% | +37.0% | -5.7% |
| YTD | +2.3% | -68.9% | +71.2% | +13.0% |
| 1Y | -1.4% | -81.7% | +80.3% | +15.6% |
| 3Y | +28.1% | -92.4% | +120.5% | +56.4% |
| All | +78.5% | -99.2% | +177.7% | +195.7% |
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