-85.6%
SMR vs LCID
-79.4%
-6.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.6% | -16.1% | -8.6% |
| 7D | -9.5% | -1.2% | -8.4% | -9.6% |
| 30D | -33.2% | -19.2% | -14.0% | -28.2% |
| 3M | -45.9% | -56.7% | +10.7% | -27.8% |
| 6M | -57.9% | -49.6% | -8.3% | -48.4% |
| YTD | -63.8% | -68.1% | +4.3% | -39.9% |
| 1Y | -85.6% | -79.4% | -6.2% | -66.2% |
| All | -85.6% | -79.4% | -6.2% | -66.2% |
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 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