+94.3%
CVS vs LCID
-95.8%
+190.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | -0.6% |
| 7D | -1.9% | -9.3% | +7.4% | -1.7% |
| 30D | -0.3% | -35.4% | +35.1% | +0.4% |
| 3M | -1.1% | -17.1% | +16.0% | -1.0% |
| 6M | +23.7% | -58.9% | +82.6% | +25.3% |
| YTD | +23.0% | -59.6% | +82.6% | +24.5% |
| 1Y | +37.2% | -78.0% | +115.1% | +40.3% |
| 3Y | +62.4% | -92.7% | +155.1% | +67.4% |
| 5Y | +31.8% | -97.8% | +129.7% | +35.6% |
| All | +94.3% | -95.8% | +190.1% | +101.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling