+1,369.0%
SMCI vs LCID
-95.4%
+1,464.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.3% |
| 7D | +6.8% | -6.6% | +13.4% | +7.7% |
| 30D | +30.6% | -30.1% | +60.7% | +36.7% |
| 3M | -15.6% | -17.6% | +2.0% | -15.6% |
| 6M | +21.3% | -54.4% | +75.7% | +31.4% |
| YTD | +35.3% | -55.7% | +91.0% | +46.7% |
| 1Y | -2.7% | -71.0% | +68.3% | +10.9% |
| 3Y | +40.3% | -92.6% | +133.0% | +76.0% |
| 5Y | +941.8% | -97.6% | +1,039.4% | +1,290.3% |
| All | +1,369.0% | -95.4% | +1,464.5% | +1,816.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling