-99.3%
LCID vs SUI
-26.4%
-72.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.9% | -10.2% | -9.9% |
| 7D | -10.2% | -1.5% | -8.7% | -9.3% |
| 30D | -10.2% | +3.7% | -13.9% | -12.7% |
| 3M | -54.1% | -0.4% | -53.7% | -54.2% |
| 6M | -53.8% | -2.8% | -51.0% | -53.4% |
| YTD | -72.0% | -1.6% | -70.4% | -72.1% |
| 1Y | -80.5% | -2.1% | -78.5% | -80.5% |
| 3Y | -92.6% | +18.5% | -111.0% | -93.8% |
| All | -99.3% | -26.4% | -72.9% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling