-8.3%
SHOP vs LCID
-74.3%
+66.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.1% | -6.5% | -7.4% |
| 7D | -4.1% | +1.8% | -5.8% | -4.3% |
| 30D | -11.5% | -34.2% | +22.7% | -6.8% |
| 3M | +21.1% | -9.1% | +30.2% | +16.4% |
| 6M | +3.0% | -52.6% | +55.6% | +14.7% |
| YTD | -16.7% | -56.2% | +39.5% | -5.5% |
| 1Y | -8.3% | -74.9% | +66.6% | +25.9% |
| All | -8.3% | -74.3% | +66.0% | +25.9% |
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