+78.7%
SO vs LCID
-99.3%
+178.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.2% | +10.4% | +1.3% |
| 7D | +1.4% | -10.2% | +11.5% | +1.4% |
| 30D | +4.7% | -10.2% | +14.9% | +4.7% |
| 3M | +1.7% | -54.1% | +55.8% | +2.1% |
| 6M | +2.2% | -53.8% | +55.9% | +2.5% |
| YTD | +10.0% | -72.0% | +82.0% | +10.8% |
| 1Y | +6.0% | -80.5% | +86.6% | +7.3% |
| 3Y | +54.1% | -92.6% | +146.7% | +56.6% |
| All | +78.7% | -99.3% | +178.1% | +86.0% |
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 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