+9.7%
CNC vs LCID
-95.4%
+105.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.5% |
| 7D | +3.5% | -6.6% | +10.1% | +3.7% |
| 30D | +0.1% | -30.1% | +30.2% | +0.7% |
| 3M | +6.9% | -17.6% | +24.5% | +6.8% |
| 6M | +49.0% | -54.4% | +103.4% | +51.0% |
| YTD | +62.9% | -55.7% | +118.6% | +65.0% |
| 1Y | +134.0% | -71.0% | +205.0% | +139.7% |
| 3Y | +9.4% | -92.6% | +102.1% | +13.9% |
| 5Y | +4.1% | -97.6% | +101.8% | +10.0% |
| All | +9.7% | -95.4% | +105.1% | +14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling