-41.4%
CLF vs LCID
-99.3%
+57.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.3% | +10.8% | +0.9% |
| 7D | +16.0% | +9.2% | +6.7% | +14.5% |
| 30D | +1.6% | -3.0% | +4.6% | +1.4% |
| 3M | +6.7% | -50.2% | +56.9% | +15.9% |
| 6M | +21.1% | -45.8% | +67.0% | +26.2% |
| YTD | -1.6% | -69.2% | +67.6% | +10.3% |
| 1Y | +18.5% | -80.4% | +98.9% | +41.8% |
| 3Y | -21.0% | -91.4% | +70.4% | +0.1% |
| 5Y | -41.4% | -99.3% | +57.9% | -7.3% |
| All | -41.4% | -99.3% | +57.9% | -7.3% |
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