+49.7%
CL vs LCID
-96.4%
+146.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | -0.1% |
| 7D | -0.8% | +8.9% | -9.7% | -0.7% |
| 30D | +9.5% | +6.8% | +2.7% | +9.6% |
| 3M | +6.8% | -45.2% | +52.0% | +6.3% |
| 6M | +14.3% | -39.1% | +53.4% | +14.0% |
| YTD | +27.0% | -65.3% | +92.3% | +26.3% |
| 1Y | +26.3% | -78.4% | +104.7% | +25.2% |
| 3Y | +39.3% | -90.3% | +129.6% | +37.7% |
| 5Y | +41.5% | -99.2% | +140.7% | +39.0% |
| All | +49.7% | -96.4% | +146.1% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling