+104.4%
COST vs LCID
-97.8%
+202.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +6.9% | -0.5% |
| 7D | -2.8% | -9.3% | +6.6% | -2.4% |
| 30D | -5.3% | -35.4% | +30.1% | -3.5% |
| 3M | -6.7% | -17.1% | +10.4% | -6.7% |
| 6M | -9.9% | -58.9% | +49.0% | -7.0% |
| YTD | +5.1% | -59.6% | +64.7% | +8.3% |
| 1Y | -7.3% | -78.0% | +70.7% | -1.6% |
| 3Y | +70.4% | -92.7% | +163.1% | +87.6% |
| 5Y | +104.4% | -97.8% | +202.3% | +140.2% |
| All | +104.4% | -97.8% | +202.2% | +140.2% |
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