-95.3%
LCID vs CHD
+17.1%
-112.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -6.6% | -2.7% | -3.9% | -6.7% |
| 30D | -30.1% | -4.6% | -25.5% | -30.3% |
| 3M | -17.6% | +5.0% | -22.6% | -17.3% |
| 6M | -54.4% | -3.2% | -51.2% | -54.4% |
| YTD | -55.7% | +18.6% | -74.4% | -55.3% |
| 1Y | -71.0% | +4.8% | -75.9% | -70.9% |
| 3Y | -92.6% | +6.1% | -98.8% | -92.7% |
| 5Y | -97.6% | +24.0% | -121.6% | -97.5% |
| All | -95.3% | +17.1% | -112.4% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling