+145.3%
SITM vs LCID
-78.4%
+223.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.5% |
| 7D | +4.8% | -9.1% | +14.0% | +6.6% |
| 30D | -9.7% | -37.6% | +27.9% | -2.2% |
| 3M | -9.3% | -11.1% | +1.7% | -9.2% |
| 6M | +69.5% | -59.2% | +128.7% | +104.0% |
| YTD | +70.5% | -60.5% | +131.0% | +101.6% |
| 1Y | +145.3% | -78.5% | +223.8% | +321.3% |
| All | +145.3% | -78.4% | +223.6% | +321.3% |
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