+37.0%
SOLS vs LCID
-85.1%
+122.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | -0.3% |
| 7D | +14.0% | -10.2% | +24.2% | +14.3% |
| 30D | +10.0% | -10.2% | +20.1% | +10.3% |
| 3M | +5.8% | -54.1% | +59.9% | +6.8% |
| 6M | -25.2% | -53.8% | +28.6% | -23.8% |
| YTD | +36.5% | -72.0% | +108.6% | +42.8% |
| 1Y | +45.0% | -80.5% | +125.6% | +68.8% |
| All | +37.0% | -85.1% | +122.2% | +76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling