-69.4%
SMR vs LCID
-76.7%
+7.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.8% | +4.5% | -0.2% |
| 7D | +13.1% | -9.3% | +22.4% | +17.3% |
| 30D | +17.8% | -35.4% | +53.2% | +39.5% |
| 3M | +8.1% | -17.1% | +25.2% | +4.2% |
| 6M | -11.1% | -58.9% | +47.8% | +35.6% |
| YTD | -23.7% | -59.6% | +35.9% | +18.0% |
| 1Y | -69.4% | -78.0% | +8.6% | -20.7% |
| All | -69.4% | -76.7% | +7.3% | -20.7% |
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