+87.6%
SMH vs LCID
-78.4%
+166.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | +0.3% | -9.8% | +10.1% | +1.3% |
| 30D | -2.8% | -35.5% | +32.7% | +1.5% |
| 3M | -6.7% | -18.4% | +11.7% | -6.9% |
| 6M | +41.8% | -60.5% | +102.3% | +59.4% |
| YTD | +57.9% | -60.1% | +117.9% | +75.3% |
| 1Y | +87.6% | -78.8% | +166.4% | +132.4% |
| All | +87.6% | -78.4% | +166.0% | +132.4% |
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