+105.2%
CTVA vs LCID
-97.7%
+202.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.2% | -2.2% |
| 7D | -2.1% | +1.8% | -3.8% | -2.2% |
| 30D | +12.0% | -34.2% | +46.3% | +14.8% |
| 3M | +13.5% | -9.1% | +22.6% | +13.0% |
| 6M | +12.1% | -52.6% | +64.7% | +15.9% |
| YTD | +29.0% | -56.2% | +85.2% | +33.6% |
| 1Y | +18.9% | -74.9% | +93.7% | +26.8% |
| 3Y | +78.9% | -92.1% | +171.0% | +97.4% |
| 5Y | +105.2% | -97.6% | +202.8% | +132.9% |
| All | +105.2% | -97.7% | +202.9% | +132.9% |
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