-68.1%
SE vs LCID
-97.6%
+29.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.3% |
| 7D | -6.1% | -6.6% | +0.5% | -4.7% |
| 30D | -2.5% | -30.1% | +27.7% | +5.4% |
| 3M | +21.7% | -17.6% | +39.3% | +22.1% |
| 6M | +27.0% | -54.4% | +81.4% | +44.4% |
| YTD | -12.1% | -55.7% | +43.6% | -0.9% |
| 1Y | -40.9% | -71.0% | +30.1% | -27.1% |
| 3Y | +191.0% | -92.6% | +283.6% | +352.8% |
| All | -68.1% | -97.6% | +29.6% | -15.3% |
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