+86.8%
CHRW vs LCID
-97.6%
+184.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.7% | +1.0% |
| 7D | -1.4% | -6.6% | +5.2% | -1.1% |
| 30D | -3.5% | -30.1% | +26.7% | -2.0% |
| 3M | -19.4% | -17.6% | -1.8% | -19.4% |
| 6M | -21.4% | -54.4% | +33.1% | -19.0% |
| YTD | -7.1% | -55.7% | +48.6% | -4.4% |
| 1Y | +17.8% | -71.0% | +88.9% | +23.6% |
| 3Y | +78.8% | -92.6% | +171.4% | +96.8% |
| All | +86.8% | -97.6% | +184.5% | +120.7% |
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 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