+146.9%
SMTC vs LCID
-71.9%
+218.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +9.0% |
| 7D | +12.7% | -6.6% | +19.3% | +13.5% |
| 30D | +22.0% | -30.1% | +52.1% | +26.4% |
| 3M | -12.7% | -17.6% | +4.9% | -11.2% |
| 6M | +64.8% | -54.4% | +119.2% | +87.9% |
| YTD | +100.7% | -55.7% | +156.4% | +126.6% |
| 1Y | +146.9% | -71.0% | +217.9% | +227.9% |
| All | +146.9% | -71.9% | +218.8% | +227.9% |
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