-80.4%
LCID vs SM
+78.0%
-158.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +5.2% | -16.5% | -10.4% |
| 7D | +9.2% | +10.6% | -1.4% | +11.2% |
| 30D | -3.0% | -15.0% | +12.0% | -4.5% |
| 3M | -50.2% | +1.7% | -51.9% | -50.2% |
| 6M | -45.8% | +5.9% | -51.7% | -45.1% |
| YTD | -69.2% | +79.0% | -148.2% | -75.2% |
| 1Y | -80.4% | +84.7% | -165.0% | -84.5% |
| All | -80.4% | +78.0% | -158.3% | -84.5% |
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