+84.2%
CVS vs LCID
-96.8%
+181.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -11.3% | +11.6% | +0.5% |
| 7D | +10.4% | +9.2% | +1.2% | +10.3% |
| 30D | +3.3% | -3.0% | +6.3% | +3.3% |
| 3M | -4.5% | -50.2% | +45.7% | -3.5% |
| 6M | -4.4% | -45.8% | +41.5% | -3.7% |
| YTD | +16.6% | -69.2% | +85.8% | +18.4% |
| 1Y | +15.3% | -80.4% | +95.7% | +18.1% |
| 3Y | +48.6% | -91.4% | +140.0% | +53.1% |
| 5Y | +12.9% | -99.3% | +112.1% | +15.8% |
| All | +84.2% | -96.8% | +181.1% | +91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling