+197.5%
COST vs LCID
-95.4%
+292.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.1% |
| 7D | -3.1% | -6.6% | +3.4% | -2.9% |
| 30D | -2.8% | -30.1% | +27.4% | -1.6% |
| 3M | -5.7% | -17.6% | +11.9% | -5.6% |
| 6M | -8.8% | -54.4% | +45.7% | -6.8% |
| YTD | +6.7% | -55.7% | +62.4% | +8.9% |
| 1Y | -3.6% | -71.0% | +67.4% | -0.2% |
| 3Y | +75.1% | -92.6% | +167.7% | +88.2% |
| 5Y | +108.9% | -97.6% | +206.5% | +133.7% |
| All | +197.5% | -95.4% | +292.9% | +236.9% |
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