-97.6%
LCID vs CHD
+21.8%
-119.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +1.0% | -1.0% |
| 7D | +1.8% | -2.9% | +4.7% | +1.8% |
| 30D | -34.2% | -6.2% | -28.0% | -34.1% |
| 3M | -9.1% | +1.6% | -10.7% | -9.2% |
| 6M | -52.6% | -3.5% | -49.1% | -52.6% |
| YTD | -56.2% | +16.2% | -72.4% | -56.6% |
| 1Y | -74.9% | +3.4% | -78.3% | -75.0% |
| 3Y | -92.1% | +4.6% | -96.7% | -92.2% |
| 5Y | -97.6% | +21.1% | -118.7% | -97.9% |
| All | -97.6% | +21.8% | -119.4% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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