+47.8%
CVS vs LCID
-90.3%
+138.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +0.6% |
| 7D | +12.0% | +8.9% | +3.1% | +11.7% |
| 30D | +2.8% | +6.8% | -4.1% | +2.6% |
| 3M | -3.6% | -45.2% | +41.7% | -2.1% |
| 6M | -1.6% | -39.1% | +37.5% | -0.7% |
| YTD | +16.3% | -65.3% | +81.5% | +19.2% |
| 1Y | +15.5% | -78.4% | +93.9% | +20.6% |
| All | +47.8% | -90.3% | +138.1% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling