-5.9%
SAP vs LCID
-79.4%
+73.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +11.6% | -7.4% | +3.4% |
| 7D | +1.3% | -1.2% | +2.5% | +1.3% |
| 30D | +15.5% | -19.2% | +34.7% | +16.9% |
| 3M | +22.8% | -56.7% | +79.5% | +29.0% |
| 6M | +42.5% | -49.6% | +92.1% | +46.8% |
| YTD | +0.5% | -68.1% | +68.7% | +4.6% |
| 1Y | -5.9% | -79.4% | +73.5% | +2.8% |
| All | -5.9% | -79.4% | +73.4% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling