+124.0%
COST vs LCID
-99.1%
+223.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.7% | +2.1% |
| 7D | +3.9% | +8.9% | -5.0% | +3.5% |
| 30D | +13.5% | +6.8% | +6.7% | +13.0% |
| 3M | +15.3% | -45.2% | +60.6% | +18.1% |
| 6M | +9.2% | -39.1% | +48.3% | +10.3% |
| YTD | +26.9% | -65.3% | +92.1% | +31.4% |
| 1Y | +19.7% | -78.4% | +98.1% | +27.1% |
| 3Y | +96.0% | -90.3% | +186.4% | +109.9% |
| 5Y | +124.0% | -99.2% | +223.2% | +183.3% |
| All | +124.0% | -99.1% | +223.2% | +183.3% |
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