+61.5%
SGI vs LCID
-97.6%
+159.2%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | +8.5% | -6.6% | +15.1% | +9.6% |
| 30D | +0.7% | -30.1% | +30.8% | +5.7% |
| 3M | +0.6% | -17.6% | +18.2% | +0.7% |
| 6M | -17.9% | -54.4% | +36.5% | -10.8% |
| YTD | -21.2% | -55.7% | +34.5% | -14.5% |
| 1Y | -18.9% | -71.0% | +52.2% | -7.0% |
| 3Y | +52.6% | -92.6% | +145.3% | +101.7% |
| All | +61.5% | -97.6% | +159.2% | +149.1% |
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