+33.7%
CFG vs LCID
-79.4%
+113.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.6% | -9.2% | +1.3% |
| 7D | +1.8% | -1.2% | +2.9% | +1.8% |
| 30D | +3.3% | -19.2% | +22.5% | +5.0% |
| 3M | -9.8% | -56.7% | +46.8% | -3.4% |
| 6M | +5.2% | -49.6% | +54.8% | +10.3% |
| YTD | +16.1% | -68.1% | +84.2% | +31.1% |
| 1Y | +33.7% | -79.4% | +113.1% | +63.1% |
| All | +33.7% | -79.4% | +113.0% | +63.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling