-41.4%
CHTR vs LCID
-71.9%
+30.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | -1.1% | -6.6% | +5.5% | -0.1% |
| 30D | -0.8% | -30.1% | +29.4% | +3.9% |
| 3M | +17.8% | -17.6% | +35.4% | +18.3% |
| 6M | -34.5% | -54.4% | +19.9% | -28.9% |
| YTD | -27.2% | -55.7% | +28.5% | -21.3% |
| 1Y | -41.4% | -71.0% | +29.6% | -28.1% |
| All | -41.4% | -71.9% | +30.5% | -28.1% |
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