+122.4%
CF vs LCID
-99.2%
+221.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -11.6% | +17.7% | +6.4% |
| 7D | +0.4% | -6.9% | +7.3% | +0.5% |
| 30D | +2.2% | -28.4% | +30.6% | +3.0% |
| 3M | +2.1% | -55.5% | +57.6% | +4.2% |
| 6M | -6.5% | -52.3% | +45.8% | -5.4% |
| YTD | +55.6% | -71.8% | +127.4% | +60.2% |
| 1Y | +42.3% | -82.7% | +125.0% | +49.5% |
| 3Y | +55.7% | -93.5% | +149.3% | +67.2% |
| 5Y | +122.4% | -99.3% | +221.7% | +150.8% |
| All | +122.4% | -99.2% | +221.6% | +150.8% |
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