+46.9%
CVX vs LCID
-82.0%
+128.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.2% | +10.9% | +1.3% |
| 7D | +3.4% | -10.2% | +13.6% | +3.1% |
| 30D | -1.0% | -10.2% | +9.2% | -1.1% |
| 3M | +12.2% | -54.1% | +66.3% | +10.5% |
| 6M | +20.3% | -53.8% | +74.1% | +19.3% |
| YTD | +48.3% | -72.0% | +120.3% | +51.1% |
| 1Y | +46.9% | -80.5% | +127.4% | +53.4% |
| All | +46.9% | -82.0% | +128.9% | +53.4% |
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