+2,802.6%
CLS vs LCID
-96.5%
+2,899.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +9.4% | -1.6% | +6.9% |
| 7D | -10.6% | +20.0% | -30.6% | -12.2% |
| 30D | -38.4% | -5.0% | -33.4% | -38.3% |
| 3M | -29.9% | -48.9% | +19.0% | -25.6% |
| 6M | -40.6% | -43.2% | +2.6% | -38.3% |
| YTD | -24.6% | -65.9% | +41.4% | -18.6% |
| 1Y | -30.8% | -79.2% | +48.4% | -22.1% |
| 3Y | +811.7% | -90.4% | +902.2% | +946.7% |
| 5Y | +1,838.4% | -99.2% | +1,937.6% | +2,313.9% |
| All | +2,802.6% | -96.5% | +2,899.1% | +3,466.7% |
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 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