-74.9%
LCID vs SFM
-45.2%
-29.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | -0.5% |
| 7D | +1.8% | -5.8% | +7.6% | +2.3% |
| 30D | -34.2% | -11.4% | -22.9% | -33.5% |
| 3M | -9.1% | -12.2% | +3.1% | -8.6% |
| 6M | -52.6% | -5.2% | -47.5% | -53.3% |
| YTD | -56.2% | -4.5% | -51.7% | -57.2% |
| 1Y | -74.9% | -45.4% | -29.5% | -73.9% |
| All | -74.9% | -45.2% | -29.7% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 1y: compounded portfolio wealth divided by compounded SFM 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…
1y analysis · Full analysis span regression · 6 months rolling