+897.0%
SMCI vs LCID
-97.1%
+994.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | +0.8% |
| 7D | -6.6% | -10.2% | +3.6% | -5.3% |
| 30D | -24.9% | -10.2% | -14.7% | -24.1% |
| 3M | -31.4% | -54.1% | +22.7% | -24.1% |
| 6M | -16.0% | -53.8% | +37.7% | -9.5% |
| YTD | -8.2% | -72.0% | +63.8% | +5.6% |
| 1Y | -23.4% | -80.5% | +57.1% | -7.9% |
| 3Y | +5.0% | -92.6% | +97.6% | +35.4% |
| 5Y | +515.0% | -99.3% | +614.3% | +758.5% |
| All | +897.0% | -97.1% | +994.1% | +1,279.6% |
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