+193.6%
SGI vs LCID
-97.1%
+290.7%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +1.3% |
| 7D | -5.3% | -10.2% | +4.9% | -4.3% |
| 30D | -2.1% | -10.2% | +8.1% | -1.3% |
| 3M | -8.2% | -54.1% | +45.9% | -0.4% |
| 6M | -4.6% | -53.8% | +49.2% | +1.5% |
| YTD | -31.5% | -72.0% | +40.6% | -23.5% |
| 1Y | -30.8% | -80.5% | +49.7% | -19.8% |
| 3Y | +67.2% | -92.6% | +159.8% | +104.4% |
| 5Y | +42.5% | -99.3% | +141.8% | +102.7% |
| All | +193.6% | -97.1% | +290.7% | +263.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling