-99.3%
LCID vs CPB
-33.2%
-66.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +3.2% | -12.4% | -9.5% |
| 7D | -10.2% | -1.6% | -8.6% | -10.0% |
| 30D | -10.2% | +19.2% | -29.4% | -11.8% |
| 3M | -54.1% | -0.9% | -53.2% | -54.3% |
| 6M | -53.8% | +15.2% | -69.0% | -54.7% |
| YTD | -72.0% | -13.1% | -59.0% | -71.7% |
| 1Y | -80.5% | -22.4% | -58.1% | -80.0% |
| 3Y | -92.6% | -35.3% | -57.3% | -92.3% |
| All | -99.3% | -33.2% | -66.1% | -99.2% |
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