+244.1%
CVX vs LCID
-95.4%
+339.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.3% |
| 7D | +3.3% | -6.6% | +9.9% | +3.5% |
| 30D | +12.9% | -30.1% | +43.0% | +13.6% |
| 3M | +11.7% | -17.6% | +29.3% | +11.6% |
| 6M | +14.1% | -54.4% | +68.6% | +15.6% |
| YTD | +40.7% | -55.7% | +96.4% | +42.5% |
| 1Y | +37.5% | -71.0% | +108.5% | +40.5% |
| 3Y | +43.9% | -92.6% | +136.6% | +49.9% |
| 5Y | +161.5% | -97.6% | +259.1% | +175.4% |
| All | +244.1% | -95.4% | +339.5% | +280.0% |
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