-45.9%
SMR vs LCID
-98.5%
+52.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +9.4% | -2.3% | +4.2% |
| 7D | +1.7% | +20.0% | -18.3% | -3.6% |
| 30D | -24.4% | -5.0% | -19.4% | -23.5% |
| 3M | -44.6% | -48.9% | +4.3% | -32.5% |
| 6M | -56.7% | -43.2% | -13.4% | -51.3% |
| YTD | -61.6% | -65.9% | +4.3% | -49.7% |
| 1Y | -82.1% | -79.2% | -2.9% | -72.8% |
| 3Y | +161.5% | -90.4% | +252.0% | +344.0% |
| All | -45.9% | -98.5% | +52.6% | +8.5% |
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