-80.8%
LCID vs CAI
-11.0%
-69.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.2% | -4.6% | -7.3% |
| 7D | -9.3% | -3.1% | -6.2% | -8.9% |
| 30D | -35.4% | +2.7% | -38.1% | -35.7% |
| 3M | -17.1% | +41.7% | -58.8% | -22.0% |
| 6M | -58.9% | +26.5% | -85.4% | -61.4% |
| YTD | -59.6% | -10.9% | -48.7% | -61.0% |
| 1Y | -78.0% | -29.2% | -48.8% | -78.1% |
| All | -80.8% | -11.0% | -69.8% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 5y: compounded portfolio wealth divided by compounded CAI 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…
5y analysis · Full analysis span regression · 6 months rolling