+319.5%
SN vs LCID
-93.8%
+413.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.3% |
| 7D | -9.3% | -6.6% | -2.7% | -8.6% |
| 30D | -4.8% | -30.1% | +25.4% | -0.8% |
| 3M | +40.4% | -17.6% | +58.0% | +40.3% |
| 6M | +50.9% | -54.4% | +105.4% | +62.6% |
| YTD | +54.9% | -55.7% | +110.7% | +66.3% |
| 1Y | +43.0% | -71.0% | +114.1% | +61.6% |
| 3Y | +391.8% | -92.6% | +484.5% | +468.3% |
| All | +319.5% | -93.8% | +413.3% | +356.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling