+57.5%
CHRW vs LCID
-99.3%
+156.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.3% | +0.5% |
| 7D | +7.3% | -10.2% | +17.5% | +7.8% |
| 30D | -3.6% | -10.2% | +6.6% | -3.3% |
| 3M | -9.6% | -54.1% | +44.5% | -6.4% |
| 6M | -17.0% | -53.8% | +36.8% | -14.9% |
| YTD | -15.4% | -72.0% | +56.6% | -11.0% |
| 1Y | -10.0% | -80.5% | +70.5% | -3.4% |
| 3Y | +82.2% | -92.6% | +174.7% | +99.7% |
| All | +57.5% | -99.3% | +156.8% | +91.5% |
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