-79.0%
LCID vs CASY
+30.1%
-109.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.8% | +9.5% |
| 7D | +20.0% | +3.6% | +16.4% | +20.6% |
| 30D | -5.0% | +7.2% | -12.2% | -4.1% |
| 3M | -48.9% | -16.9% | -31.9% | -50.7% |
| 6M | -43.2% | -19.3% | -23.9% | -42.6% |
| YTD | -65.9% | +25.6% | -91.6% | -66.8% |
| All | -79.0% | +30.1% | -109.1% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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