+41.1%
CLS vs LCID
-71.9%
+113.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | +4.6% | -6.6% | +11.2% | +5.7% |
| 30D | -13.9% | -30.1% | +16.3% | -8.6% |
| 3M | -26.6% | -17.6% | -9.0% | -24.6% |
| 6M | +15.4% | -54.4% | +69.8% | +34.0% |
| YTD | +5.7% | -55.7% | +61.4% | +21.6% |
| 1Y | +41.1% | -71.0% | +112.2% | +67.6% |
| All | +41.1% | -71.9% | +113.0% | +67.6% |
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