+7.0%
SHW vs LCID
-79.4%
+86.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +11.6% | -5.0% | +5.6% |
| 7D | +13.3% | -1.2% | +14.5% | +13.3% |
| 30D | +14.1% | -19.2% | +33.3% | +15.7% |
| 3M | +0.8% | -56.7% | +57.4% | +7.0% |
| 6M | +17.6% | -49.6% | +67.3% | +22.0% |
| YTD | +13.0% | -68.1% | +81.1% | +21.4% |
| 1Y | +7.0% | -79.4% | +86.4% | +19.0% |
| All | +7.0% | -79.4% | +86.4% | +19.0% |
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