+338.0%
SMH vs LCID
-97.8%
+435.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.8% | +7.9% | +1.2% |
| 7D | +4.3% | -9.3% | +13.7% | +5.7% |
| 30D | +0.9% | -35.4% | +36.3% | +6.9% |
| 3M | -2.8% | -17.1% | +14.3% | -2.9% |
| 6M | +45.6% | -58.9% | +104.6% | +60.3% |
| YTD | +59.5% | -59.6% | +119.1% | +74.8% |
| 1Y | +93.4% | -78.0% | +171.4% | +130.4% |
| 3Y | +287.1% | -92.7% | +379.8% | +406.2% |
| 5Y | +338.0% | -97.8% | +435.9% | +618.2% |
| All | +338.0% | -97.8% | +435.8% | +618.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling