+57.9%
SO vs LCID
-97.8%
+155.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.0% | -0.7% |
| 7D | 0.0% | -9.3% | +9.4% | +0.1% |
| 30D | -2.5% | -35.4% | +32.9% | -2.3% |
| 3M | -4.2% | -17.1% | +12.9% | -4.2% |
| 6M | -7.7% | -58.9% | +51.3% | -7.2% |
| YTD | +3.8% | -59.6% | +63.4% | +4.3% |
| 1Y | +0.1% | -78.0% | +78.0% | +1.1% |
| 3Y | +44.2% | -92.7% | +136.9% | +46.7% |
| 5Y | +57.9% | -97.8% | +155.7% | +61.0% |
| All | +57.9% | -97.8% | +155.6% | +61.0% |
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