-14.6%
CDW vs LCID
-90.3%
+75.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.8% | +2.5% |
| 7D | +2.6% | +8.9% | -6.3% | +1.5% |
| 30D | +20.4% | +6.8% | +13.6% | +19.2% |
| 3M | +28.5% | -45.2% | +73.7% | +35.6% |
| 6M | +70.6% | -39.1% | +109.7% | +76.5% |
| YTD | +29.1% | -65.3% | +94.4% | +39.7% |
| 1Y | +23.8% | -78.4% | +102.2% | +39.5% |
| All | -14.6% | -90.3% | +75.7% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling