+164.1%
SMTC vs LCID
-74.8%
+238.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.1% | +11.0% | +10.1% |
| 7D | +22.9% | +1.8% | +21.2% | +22.7% |
| 30D | +16.6% | -34.2% | +50.9% | +21.5% |
| 3M | +2.4% | -9.1% | +11.5% | +1.8% |
| 6M | +98.3% | -52.6% | +150.9% | +125.5% |
| YTD | +120.7% | -56.2% | +176.9% | +151.0% |
| All | +164.1% | -74.8% | +238.8% | +256.1% |
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