+51.1%
CSX vs LCID
-82.0%
+133.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | -0.4% |
| 7D | +6.0% | -10.2% | +16.1% | +6.2% |
| 30D | +7.8% | -10.2% | +18.0% | +8.0% |
| 3M | +4.1% | -54.1% | +58.2% | +5.1% |
| 6M | +17.9% | -53.8% | +71.7% | +18.9% |
| YTD | +44.9% | -72.0% | +116.9% | +51.7% |
| 1Y | +51.1% | -80.5% | +131.7% | +69.4% |
| All | +51.1% | -82.0% | +133.1% | +69.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling