-71.0%
LCID vs SM
+36.8%
-107.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +1.6% |
| 7D | -6.6% | -0.5% | -6.1% | -6.6% |
| 30D | -30.1% | +25.6% | -55.7% | -29.3% |
| 3M | -17.6% | +8.0% | -25.6% | -15.6% |
| 6M | -54.4% | +50.8% | -105.2% | -55.8% |
| YTD | -55.7% | +97.9% | -153.6% | -60.0% |
| 1Y | -71.0% | +33.8% | -104.8% | -73.8% |
| All | -71.0% | +36.8% | -107.8% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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