+23.9%
CTAS vs LCID
-78.1%
+102.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.5% | +1.0% |
| 7D | -0.8% | +8.9% | -9.7% | -1.0% |
| 30D | +10.7% | +6.8% | +3.9% | +10.4% |
| 3M | +11.0% | -45.2% | +56.2% | +12.6% |
| 6M | +38.7% | -39.1% | +77.9% | +38.7% |
| YTD | +21.8% | -65.3% | +87.0% | +24.2% |
| All | +23.9% | -78.1% | +102.0% | +29.2% |
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