+109.5%
CF vs LCID
-99.2%
+208.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.4% | -9.5% | -0.3% |
| 7D | -0.9% | +20.0% | -20.9% | -1.4% |
| 30D | +6.9% | -5.0% | +12.0% | +7.0% |
| 3M | +4.8% | -48.9% | +53.7% | +6.5% |
| 6M | +4.7% | -43.2% | +47.9% | +5.5% |
| YTD | +56.5% | -65.9% | +122.4% | +60.2% |
| 1Y | +48.4% | -79.2% | +127.6% | +55.0% |
| 3Y | +59.1% | -90.4% | +149.6% | +68.3% |
| 5Y | +109.5% | -99.2% | +208.7% | +130.5% |
| All | +109.5% | -99.2% | +208.8% | +130.5% |
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