-57.4%
LCID vs SUNB
+1.6%
-59.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +5.9% | -13.7% | -9.6% |
| 7D | -9.3% | +9.4% | -18.7% | -12.2% |
| 30D | -35.4% | -6.9% | -28.5% | -33.8% |
| 3M | -17.1% | -11.3% | -5.8% | -14.3% |
| 6M | -58.9% | -1.8% | -57.2% | -56.9% |
| All | -57.4% | +1.6% | -59.0% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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