+1,980.9%
CLS vs LCID
-99.3%
+2,080.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -9.2% | +3.8% | -4.2% |
| 7D | +16.3% | -10.2% | +26.5% | +17.7% |
| 30D | -25.7% | -10.2% | -15.5% | -25.1% |
| 3M | -30.9% | -54.1% | +23.3% | -23.9% |
| 6M | -35.5% | -53.8% | +18.3% | -30.3% |
| YTD | -18.7% | -72.0% | +53.3% | -7.2% |
| 1Y | -17.9% | -80.5% | +62.6% | -2.0% |
| 3Y | +838.1% | -92.6% | +930.7% | +1,079.1% |
| All | +1,980.9% | -99.3% | +2,080.2% | +2,947.8% |
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