-42.5%
SIRI vs LCID
-97.9%
+55.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | -0.1% |
| 7D | -3.9% | -9.3% | +5.4% | -3.0% |
| 30D | -0.8% | -35.4% | +34.6% | +3.4% |
| 3M | +4.3% | -17.1% | +21.4% | +4.6% |
| 6M | +34.1% | -58.9% | +93.0% | +43.5% |
| YTD | +47.3% | -59.6% | +106.9% | +56.9% |
| 1Y | +22.9% | -78.0% | +100.9% | +39.3% |
| 3Y | -24.6% | -92.7% | +68.1% | -9.2% |
| All | -42.5% | -97.9% | +55.4% | -25.7% |
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