-5.1%
COST vs LCID
-78.4%
+73.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | 0.0% |
| 7D | -2.5% | -9.1% | +6.6% | -2.6% |
| 30D | -4.4% | -37.6% | +33.2% | -4.8% |
| 3M | -8.1% | -11.1% | +3.0% | -7.8% |
| 6M | -9.2% | -59.2% | +49.9% | -9.4% |
| YTD | +5.1% | -60.5% | +65.6% | +4.6% |
| 1Y | -5.1% | -78.5% | +73.4% | -8.7% |
| All | -5.1% | -78.4% | +73.3% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling