-96.2%
LCID vs SUI
+2.0%
-98.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.3% |
| 7D | +24.8% | +3.4% | +21.4% | +22.4% |
| 30D | -0.5% | +4.6% | -5.1% | -3.5% |
| 3M | -43.0% | +1.6% | -44.6% | -43.8% |
| 6M | -40.5% | -3.5% | -37.1% | -39.9% |
| YTD | -64.3% | -1.0% | -63.3% | -64.5% |
| 1Y | -78.1% | -1.7% | -76.3% | -78.0% |
| 3Y | -90.1% | +18.4% | -108.4% | -91.4% |
| 5Y | -99.1% | -26.3% | -72.7% | -99.0% |
| All | -96.2% | +2.0% | -98.1% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling