+1,416.6%
CRS vs LCID
-97.8%
+1,514.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.8% | +7.8% | +1.0% |
| 7D | -0.5% | -9.3% | +8.8% | +0.7% |
| 30D | -18.1% | -35.4% | +17.3% | -13.6% |
| 3M | -12.4% | -17.1% | +4.7% | -12.6% |
| 6M | +15.9% | -58.9% | +74.9% | +26.7% |
| YTD | +45.8% | -59.6% | +105.4% | +58.5% |
| 1Y | +87.8% | -78.0% | +165.7% | +120.3% |
| 3Y | +648.7% | -92.7% | +741.4% | +852.2% |
| 5Y | +1,416.6% | -97.8% | +1,514.5% | +2,077.6% |
| All | +1,416.6% | -97.8% | +1,514.4% | +2,077.6% |
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