+86.1%
SGI vs LCID
-93.7%
+179.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -11.6% | +8.8% | -1.4% |
| 7D | +5.3% | -6.9% | +12.2% | +6.1% |
| 30D | +8.2% | -28.4% | +36.5% | +12.1% |
| 3M | -2.2% | -55.5% | +53.3% | +6.6% |
| 6M | -8.4% | -52.3% | +43.9% | -2.8% |
| YTD | -23.4% | -71.8% | +48.4% | -14.1% |
| 1Y | -14.0% | -82.7% | +68.7% | +2.0% |
| All | +86.1% | -93.7% | +179.8% | +145.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling