+4.8%
CNC vs LCID
-95.8%
+100.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +7.0% | -0.7% |
| 7D | -4.9% | -9.3% | +4.5% | -4.7% |
| 30D | -3.8% | -35.4% | +31.6% | -3.0% |
| 3M | -3.2% | -17.1% | +13.8% | -3.4% |
| 6M | +47.9% | -58.9% | +106.8% | +50.2% |
| YTD | +55.7% | -59.6% | +115.3% | +57.9% |
| 1Y | +106.2% | -78.0% | +184.2% | +112.5% |
| 3Y | -2.1% | -92.7% | +90.6% | +2.0% |
| 5Y | +3.4% | -97.8% | +101.2% | +9.4% |
| All | +4.8% | -95.8% | +100.6% | +9.7% |
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