+96.2%
SMH vs LCID
-71.9%
+168.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.4% |
| 7D | +2.5% | -6.6% | +9.1% | +3.2% |
| 30D | -0.5% | -30.1% | +29.7% | +3.0% |
| 3M | -9.6% | -17.6% | +8.0% | -9.3% |
| 6M | +42.1% | -54.4% | +96.5% | +56.1% |
| YTD | +57.4% | -55.7% | +113.2% | +72.1% |
| 1Y | +96.2% | -71.0% | +167.3% | +134.8% |
| All | +96.2% | -71.9% | +168.1% | +134.8% |
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