-61.5%
CSGP vs LCID
-99.2%
+37.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -11.6% | +9.9% | -0.4% |
| 7D | +13.9% | -6.9% | +20.8% | +14.6% |
| 30D | +16.0% | -28.4% | +44.4% | +19.7% |
| 3M | +6.1% | -55.5% | +61.6% | +14.7% |
| 6M | -8.2% | -52.3% | +44.2% | -3.2% |
| YTD | -52.3% | -71.8% | +19.5% | -47.2% |
| 1Y | -54.5% | -82.7% | +28.2% | -46.8% |
| 3Y | -58.6% | -93.5% | +35.0% | -48.9% |
| 5Y | -61.5% | -99.3% | +37.8% | -39.0% |
| All | -61.5% | -99.2% | +37.7% | -39.0% |
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