-97.6%
LCID vs CLBK
+43.5%
-141.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +1.8% | +1.1% | +0.6% | +1.2% |
| 30D | -34.2% | +7.8% | -42.0% | -36.8% |
| 3M | -9.1% | +23.9% | -33.0% | -17.8% |
| 6M | -52.6% | +42.3% | -94.9% | -60.0% |
| YTD | -56.2% | +65.4% | -121.6% | -65.5% |
| 1Y | -74.9% | +70.3% | -145.2% | -80.6% |
| 3Y | -92.1% | +54.5% | -146.5% | -93.7% |
| 5Y | -97.6% | +43.1% | -140.7% | -98.0% |
| All | -97.6% | +43.5% | -141.1% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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