-18.4%
SGI vs LCID
-76.7%
+58.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.9% | -1.1% |
| 7D | +0.6% | -9.3% | +9.9% | +1.6% |
| 30D | +5.5% | -35.4% | +40.9% | +10.1% |
| 3M | -3.6% | -17.1% | +13.5% | -4.4% |
| 6M | -15.0% | -58.9% | +43.9% | -6.9% |
| YTD | -23.0% | -59.6% | +36.6% | -16.0% |
| 1Y | -18.4% | -78.0% | +59.6% | -0.4% |
| All | -18.4% | -76.7% | +58.3% | -0.4% |
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