+41.6%
SMH vs LCID
-82.0%
+123.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -9.2% | +6.2% | -1.9% |
| 7D | +4.9% | -10.2% | +15.1% | +6.1% |
| 30D | -13.8% | -10.2% | -3.6% | -13.0% |
| 3M | -17.4% | -54.1% | +36.7% | -11.0% |
| 6M | -15.0% | -53.8% | +38.8% | -9.3% |
| YTD | +35.2% | -72.0% | +107.2% | +55.1% |
| 1Y | +41.6% | -80.5% | +122.1% | +71.9% |
| All | +41.6% | -82.0% | +123.6% | +71.9% |
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