-79.4%
LCID vs SM
+70.4%
-149.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -15.3% | +26.9% | +9.0% |
| 7D | -1.2% | -21.5% | +20.3% | -4.3% |
| 30D | -19.2% | -11.4% | -7.8% | -20.6% |
| 3M | -56.7% | +0.6% | -57.3% | -56.9% |
| 6M | -49.6% | +0.2% | -49.9% | -49.4% |
| YTD | -68.1% | +69.7% | -137.8% | -73.0% |
| 1Y | -79.4% | +71.6% | -151.0% | -82.3% |
| All | -79.4% | +70.4% | -149.8% | -82.3% |
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