-99.3%
LCID vs SUI
-26.3%
-73.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.5% | +11.9% | +11.4% |
| 7D | +8.9% | +6.2% | +2.7% | +4.5% |
| 30D | -15.4% | +8.6% | -24.0% | -20.4% |
| 3M | -52.9% | +1.0% | -53.9% | -53.4% |
| 6M | -46.8% | -2.6% | -44.3% | -46.5% |
| YTD | -68.9% | -0.1% | -68.7% | -69.2% |
| 1Y | -81.7% | +0.5% | -82.2% | -82.0% |
| 3Y | -92.4% | +15.3% | -107.6% | -93.5% |
| All | -99.3% | -26.3% | -73.0% | -99.1% |
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 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