-96.7%
LCID vs SUI
+0.4%
-97.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.7% | -10.6% | -10.9% |
| 7D | +9.2% | -3.8% | +13.1% | +11.7% |
| 30D | -3.0% | +3.9% | -6.9% | -5.4% |
| 3M | -50.2% | +0.2% | -50.4% | -50.5% |
| 6M | -45.8% | -4.2% | -41.7% | -45.0% |
| YTD | -69.2% | -2.5% | -66.7% | -69.0% |
| 1Y | -80.4% | -4.0% | -76.4% | -80.1% |
| 3Y | -91.4% | +16.5% | -108.0% | -92.5% |
| 5Y | -99.3% | -27.2% | -72.1% | -99.2% |
| All | -96.7% | +0.4% | -97.1% | -96.6% |
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