-8.8%
SMCI vs LCID
-78.4%
+69.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +7.1% |
| 7D | +1.3% | -9.8% | +11.1% | +3.2% |
| 30D | +6.6% | -35.5% | +42.1% | +14.9% |
| 3M | +25.4% | -18.4% | +43.8% | +19.3% |
| 6M | +26.1% | -60.5% | +86.6% | +55.2% |
| YTD | +37.0% | -60.1% | +97.1% | +65.3% |
| 1Y | -8.8% | -78.8% | +70.0% | +27.6% |
| All | -8.8% | -78.4% | +69.6% | +27.6% |
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 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