+77.0%
SO vs LCID
-99.2%
+176.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.4% | -11.5% | -1.1% |
| 7D | -1.5% | +8.9% | -10.4% | -1.5% |
| 30D | +8.1% | -15.4% | +23.5% | +8.1% |
| 3M | +0.2% | -52.9% | +53.1% | +0.6% |
| 6M | +0.4% | -46.8% | +47.2% | +0.6% |
| YTD | +8.5% | -68.9% | +77.4% | +9.2% |
| 1Y | +4.9% | -81.7% | +86.6% | +6.2% |
| 3Y | +47.9% | -92.4% | +140.3% | +50.3% |
| All | +77.0% | -99.2% | +176.3% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling