+398.8%
SN vs LCID
-93.0%
+491.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.4% | -7.7% | +1.4% |
| 7D | +7.2% | +8.9% | -1.8% | +5.9% |
| 30D | +20.4% | -15.4% | +35.8% | +22.3% |
| 3M | +23.9% | -52.9% | +76.8% | +35.0% |
| 6M | +93.0% | -46.8% | +139.9% | +102.3% |
| YTD | +99.2% | -68.9% | +168.1% | +122.7% |
| 1Y | +142.6% | -81.7% | +224.3% | +191.9% |
| 3Y | +398.8% | -92.4% | +491.2% | +563.0% |
| All | +398.8% | -93.0% | +491.8% | +563.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling