+33.8%
SOLS vs LCID
-76.7%
+110.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.3% |
| 7D | +4.5% | +1.8% | +2.8% | +4.5% |
| 30D | +6.0% | -34.2% | +40.2% | +6.2% |
| 3M | -19.7% | -9.1% | -10.6% | -20.4% |
| 6M | -10.4% | -52.6% | +42.2% | -5.8% |
| YTD | +33.3% | -56.2% | +89.5% | +38.3% |
| All | +33.8% | -76.7% | +110.5% | +70.8% |
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