-99.1%
LCID vs SSNC
+6.8%
-105.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.5% | +3.6% |
| 7D | +24.8% | -2.5% | +27.4% | +27.7% |
| 30D | -0.5% | -2.7% | +2.2% | +1.5% |
| 3M | -43.0% | -0.8% | -42.1% | -43.2% |
| 6M | -40.5% | +15.5% | -56.0% | -49.0% |
| YTD | -64.3% | -8.8% | -55.5% | -62.0% |
| 1Y | -78.1% | -5.8% | -72.2% | -77.3% |
| 3Y | -90.1% | +55.7% | -145.8% | -94.5% |
| 5Y | -99.1% | +6.7% | -105.7% | -99.2% |
| All | -99.1% | +6.8% | -105.9% | -99.2% |
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