+40.7%
CL vs LCID
-93.7%
+134.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.6% | +11.5% | -0.1% |
| 7D | +5.9% | -6.9% | +12.8% | +5.9% |
| 30D | +13.8% | -28.4% | +42.1% | +13.5% |
| 3M | +6.4% | -55.5% | +61.9% | +5.9% |
| 6M | +15.6% | -52.3% | +67.9% | +15.2% |
| YTD | +27.9% | -71.8% | +99.7% | +27.1% |
| 1Y | +31.4% | -82.7% | +114.1% | +30.5% |
| All | +40.7% | -93.7% | +134.3% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling