+381.6%
SAN vs LCID
-97.6%
+479.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -0.9% |
| 7D | +1.8% | -6.6% | +8.4% | +2.3% |
| 30D | +2.0% | -30.1% | +32.1% | +5.0% |
| 3M | +19.7% | -17.6% | +37.3% | +20.0% |
| 6M | +30.6% | -54.4% | +85.1% | +37.3% |
| YTD | +28.8% | -55.7% | +84.6% | +35.3% |
| 1Y | +57.8% | -71.0% | +128.8% | +71.0% |
| 3Y | +338.1% | -92.6% | +430.8% | +411.9% |
| All | +381.6% | -97.6% | +479.2% | +515.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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