+1,287.0%
SMCI vs LCID
-95.9%
+1,382.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.7% |
| 7D | -1.3% | -9.1% | +7.8% | 0.0% |
| 30D | +18.3% | -37.6% | +55.9% | +25.8% |
| 3M | +27.7% | -11.1% | +38.8% | +25.3% |
| 6M | +17.6% | -59.2% | +76.8% | +29.4% |
| YTD | +27.7% | -60.5% | +88.2% | +40.6% |
| 1Y | -14.9% | -78.5% | +63.6% | +0.9% |
| 3Y | +33.2% | -92.8% | +126.0% | +68.7% |
| 5Y | +921.6% | -97.9% | +1,019.5% | +1,283.5% |
| All | +1,287.0% | -95.9% | +1,382.9% | +1,737.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling