+432.7%
SN vs LCID
-95.7%
+528.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -11.3% | +8.3% | -1.6% |
| 7D | +1.4% | +9.2% | -7.8% | +0.2% |
| 30D | +16.6% | -3.0% | +19.6% | +16.5% |
| 3M | +18.3% | -50.2% | +68.5% | +27.6% |
| 6M | +103.1% | -45.8% | +148.9% | +111.8% |
| YTD | +96.7% | -69.2% | +165.9% | +119.1% |
| 1Y | +134.3% | -80.4% | +214.7% | +176.9% |
| 3Y | +425.2% | -91.4% | +516.7% | +562.1% |
| All | +432.7% | -95.7% | +528.4% | +501.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling