-67.5%
LCID vs SUNB
+13.3%
-80.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.1% | -9.2% | -10.5% |
| 7D | +9.2% | +7.1% | +2.1% | +6.8% |
| 30D | -3.0% | +5.4% | -8.4% | -4.8% |
| 3M | -50.2% | +1.7% | -51.9% | -50.5% |
| 6M | -45.8% | +14.1% | -59.9% | -47.2% |
| All | -67.5% | +13.3% | -80.9% | -67.4% |
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