-73.1%
SMR vs LCID
-71.9%
-1.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -1.2% |
| 7D | +4.4% | -6.6% | +11.0% | +7.0% |
| 30D | +3.4% | -30.1% | +33.6% | +18.2% |
| 3M | -19.2% | -17.6% | -1.6% | -19.3% |
| 6M | -22.6% | -54.4% | +31.8% | +9.2% |
| YTD | -31.5% | -55.7% | +24.2% | -1.0% |
| 1Y | -73.1% | -71.0% | -2.0% | -41.8% |
| All | -73.1% | -71.9% | -1.2% | -41.8% |
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