-97.6%
LCID vs CASY
+276.6%
-374.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -6.6% | +0.1% | -6.7% | -6.6% |
| 30D | -30.1% | -11.3% | -18.8% | -28.6% |
| 3M | -17.6% | -0.6% | -17.0% | -19.3% |
| 6M | -54.4% | +10.7% | -65.1% | -57.1% |
| YTD | -55.7% | +37.1% | -92.8% | -61.4% |
| 1Y | -71.0% | +52.3% | -123.3% | -75.8% |
| 3Y | -92.6% | +215.2% | -307.8% | -95.8% |
| All | -97.6% | +276.6% | -374.3% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling