+108.6%
SO vs LCID
-95.4%
+204.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -0.7% |
| 7D | -0.2% | -6.6% | +6.4% | -0.2% |
| 30D | -4.6% | -30.1% | +25.6% | -4.5% |
| 3M | -3.0% | -17.6% | +14.6% | -3.1% |
| 6M | -8.3% | -54.4% | +46.2% | -8.1% |
| YTD | +3.5% | -55.7% | +59.3% | +3.7% |
| 1Y | -0.9% | -71.0% | +70.1% | -0.5% |
| 3Y | +45.4% | -92.6% | +138.0% | +46.5% |
| 5Y | +59.6% | -97.6% | +157.2% | +61.7% |
| All | +108.6% | -95.4% | +204.1% | +118.6% |
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