+39.2%
SOLS vs LCID
-81.5%
+120.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +5.9% | +3.3% |
| 7D | +16.4% | +8.9% | +7.5% | +16.0% |
| 30D | +10.6% | +6.8% | +3.8% | +10.4% |
| 3M | +10.0% | -45.2% | +55.3% | +10.4% |
| 6M | -21.2% | -39.1% | +17.9% | -20.7% |
| YTD | +38.7% | -65.3% | +103.9% | +44.2% |
| 1Y | +46.1% | -78.4% | +124.5% | +76.3% |
| All | +39.2% | -81.5% | +120.7% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling