+451.3%
SN vs LCID
-90.3%
+541.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +0.5% |
| 7D | +3.5% | +8.9% | -5.4% | +2.2% |
| 30D | +19.4% | +6.8% | +12.6% | +18.0% |
| 3M | +20.9% | -45.2% | +66.1% | +29.2% |
| 6M | +111.1% | -39.1% | +150.3% | +117.3% |
| YTD | +102.8% | -65.3% | +168.1% | +123.3% |
| 1Y | +146.2% | -78.4% | +224.6% | +189.3% |
| All | +451.3% | -90.3% | +541.6% | +623.1% |
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 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