-7.1%
CNC vs LCID
-99.2%
+92.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.5% |
| 7D | -7.3% | +8.9% | -16.2% | -7.6% |
| 30D | +5.2% | +6.8% | -1.7% | +4.8% |
| 3M | +8.6% | -45.2% | +53.9% | +10.2% |
| 6M | +25.1% | -39.1% | +64.2% | +25.8% |
| YTD | +71.3% | -65.3% | +136.6% | +75.5% |
| 1Y | +99.3% | -78.4% | +177.7% | +108.3% |
| 3Y | -1.9% | -90.3% | +88.4% | +3.8% |
| All | -7.1% | -99.2% | +92.1% | +3.5% |
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