-10.6%
SMH vs LCID
-45.6%
+35.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | +0.1% |
| 7D | +12.1% | +9.2% | +2.8% | +10.9% |
| 30D | -14.7% | -3.0% | -11.7% | -14.6% |
| 3M | -14.2% | -50.2% | +36.0% | -10.7% |
| 6M | -10.6% | -45.8% | +35.2% | -5.0% |
| All | -10.6% | -45.6% | +35.0% | -5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling