+27.8%
CFG vs LCID
-81.4%
+109.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.4% | -11.3% | -1.9% |
| 7D | -0.9% | +8.9% | -9.8% | -1.8% |
| 30D | +1.1% | -15.4% | +16.5% | +2.2% |
| 3M | -12.0% | -52.9% | +40.9% | -6.4% |
| 6M | -2.2% | -46.8% | +44.6% | +1.4% |
| YTD | +11.4% | -68.9% | +80.3% | +26.4% |
| 1Y | +27.8% | -81.7% | +109.5% | +61.7% |
| All | +27.8% | -81.4% | +109.3% | +61.7% |
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 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