-97.6%
LCID vs SSNC
+18.8%
-116.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.8% | +2.5% |
| 7D | +1.8% | -1.8% | +3.5% | +3.2% |
| 30D | -34.2% | +1.9% | -36.1% | -35.7% |
| 3M | -9.1% | +18.4% | -27.5% | -22.9% |
| 6M | -52.6% | +7.0% | -59.6% | -56.2% |
| YTD | -56.2% | -6.9% | -49.3% | -53.9% |
| 1Y | -74.9% | -8.2% | -66.7% | -73.2% |
| 3Y | -92.1% | +50.5% | -142.6% | -95.4% |
| 5Y | -97.6% | +17.4% | -114.9% | -97.9% |
| All | -97.6% | +18.8% | -116.3% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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