+3,063.0%
CLS vs LCID
-96.4%
+3,159.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -2.7% | +11.2% | +8.8% |
| 7D | +2.8% | +8.9% | -6.1% | +1.9% |
| 30D | -30.1% | +6.8% | -36.9% | -30.7% |
| 3M | -21.7% | -45.2% | +23.5% | -17.5% |
| 6M | -36.2% | -39.1% | +2.9% | -34.2% |
| YTD | -17.8% | -65.3% | +47.5% | -11.5% |
| 1Y | -26.8% | -78.4% | +51.6% | -17.9% |
| 3Y | +853.4% | -90.3% | +943.7% | +993.0% |
| 5Y | +2,005.0% | -99.2% | +2,104.2% | +2,516.0% |
| All | +3,063.0% | -96.4% | +3,159.4% | +3,778.0% |
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