-99.3%
LCID vs CPB
-31.3%
-67.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.3% | +11.7% | +10.5% |
| 7D | +8.9% | +8.0% | +1.0% | +8.1% |
| 30D | -15.4% | +22.4% | -37.8% | -17.0% |
| 3M | -52.9% | +2.5% | -55.4% | -53.2% |
| 6M | -46.8% | +12.2% | -59.1% | -47.8% |
| YTD | -68.9% | -12.8% | -56.1% | -68.6% |
| 1Y | -81.7% | -19.2% | -62.5% | -81.3% |
| 3Y | -92.4% | -35.6% | -56.8% | -92.1% |
| All | -99.3% | -31.3% | -67.9% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling