+69.5%
SMTC vs LCID
-82.0%
+151.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.2% | +5.2% | -2.9% |
| 7D | +11.0% | -10.2% | +21.2% | +12.5% |
| 30D | -28.5% | -10.2% | -18.3% | -27.5% |
| 3M | -14.2% | -54.1% | +39.9% | -7.6% |
| 6M | -18.0% | -53.8% | +35.8% | -10.7% |
| YTD | +55.5% | -72.0% | +127.5% | +84.8% |
| 1Y | +69.5% | -80.5% | +150.1% | +130.2% |
| All | +69.5% | -82.0% | +151.5% | +130.2% |
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