+3,269.5%
CLS vs LCID
-97.6%
+3,367.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.6% |
| 7D | +4.6% | -6.6% | +11.2% | +5.4% |
| 30D | -13.9% | -30.1% | +16.3% | -10.3% |
| 3M | -26.6% | -17.6% | -9.0% | -25.9% |
| 6M | +15.4% | -54.4% | +69.8% | +24.3% |
| YTD | +5.7% | -55.7% | +61.4% | +13.4% |
| 1Y | +41.1% | -71.0% | +112.2% | +58.2% |
| 3Y | +1,228.6% | -92.6% | +1,321.2% | +1,533.1% |
| All | +3,269.5% | -97.6% | +3,367.1% | +5,025.1% |
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