-33.5%
SGI vs LCID
-80.6%
+47.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -11.3% | +8.3% | -1.7% |
| 7D | -10.7% | +9.2% | -19.9% | -11.8% |
| 30D | -3.6% | -3.0% | -0.6% | -3.7% |
| 3M | -5.4% | -50.2% | +44.8% | +0.5% |
| 6M | -7.0% | -45.8% | +38.8% | -4.0% |
| YTD | -31.6% | -69.2% | +37.6% | -24.0% |
| 1Y | -33.5% | -80.4% | +46.9% | -22.0% |
| All | -33.5% | -80.6% | +47.0% | -22.0% |
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