-96.4%
LCID vs CPB
-36.1%
-60.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.2% | +10.6% | +9.4% |
| 7D | +20.0% | +3.3% | +16.7% | +19.9% |
| 30D | -5.0% | +19.0% | -24.0% | -5.1% |
| 3M | -48.9% | +0.4% | -49.3% | -49.1% |
| 6M | -43.2% | +13.0% | -56.2% | -43.3% |
| YTD | -65.9% | -12.7% | -53.2% | -66.0% |
| 1Y | -79.2% | -20.9% | -58.3% | -79.2% |
| 3Y | -90.4% | -35.4% | -55.0% | -90.5% |
| 5Y | -99.2% | -32.3% | -66.9% | -99.1% |
| All | -96.4% | -36.1% | -60.3% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling