+35.1%
CLS vs LCID
-74.3%
+109.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.1% | +6.7% | +5.8% |
| 7D | +12.8% | +1.8% | +11.0% | +12.3% |
| 30D | +3.8% | -34.2% | +38.1% | +10.8% |
| 3M | -14.6% | -9.1% | -5.5% | -14.4% |
| 6M | +32.2% | -52.6% | +84.9% | +50.4% |
| YTD | +11.6% | -56.2% | +67.8% | +26.8% |
| 1Y | +35.1% | -74.9% | +109.9% | +69.2% |
| All | +35.1% | -74.3% | +109.3% | +69.2% |
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