+852.2%
CRS vs LCID
-99.1%
+951.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.3% | -3.2% |
| 7D | +0.2% | +24.8% | -24.6% | -2.7% |
| 30D | -22.9% | -0.5% | -22.4% | -23.4% |
| 3M | -46.8% | -43.0% | -3.9% | -43.4% |
| 6M | -30.4% | -40.5% | +10.1% | -28.0% |
| YTD | -5.4% | -64.3% | +59.0% | +3.9% |
| 1Y | -9.0% | -78.1% | +69.1% | +6.6% |
| 3Y | +352.2% | -90.1% | +442.2% | +448.2% |
| 5Y | +852.2% | -99.1% | +951.3% | +1,307.1% |
| All | +852.2% | -99.1% | +951.4% | +1,307.1% |
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