-10.4%
SHW vs LCID
-76.7%
+66.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.8% | +6.1% | -1.0% |
| 7D | -3.2% | -9.3% | +6.1% | -2.5% |
| 30D | -11.4% | -35.4% | +24.0% | -8.4% |
| 3M | +3.5% | -17.1% | +20.6% | +4.3% |
| 6M | -3.4% | -58.9% | +55.6% | +2.2% |
| YTD | -0.3% | -59.6% | +59.3% | +5.2% |
| 1Y | -10.4% | -78.0% | +67.5% | -2.3% |
| All | -10.4% | -76.7% | +66.3% | -2.3% |
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 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