-2.7%
SMCI vs LCID
-71.9%
+69.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.2% |
| 7D | +6.8% | -6.6% | +13.4% | +8.0% |
| 30D | +30.6% | -30.1% | +60.7% | +38.4% |
| 3M | -15.6% | -17.6% | +2.0% | -17.3% |
| 6M | +21.3% | -54.4% | +75.7% | +43.2% |
| YTD | +35.3% | -55.7% | +91.0% | +58.9% |
| 1Y | -2.7% | -71.0% | +68.3% | +30.5% |
| All | -2.7% | -71.9% | +69.2% | +30.5% |
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