+134.2%
SPG vs LCID
-91.4%
+225.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.3% | +10.8% | +0.2% |
| 7D | +3.1% | +9.2% | -6.1% | +2.5% |
| 30D | +16.4% | -3.0% | +19.4% | +16.3% |
| 3M | +7.1% | -50.2% | +57.3% | +11.1% |
| 6M | +16.1% | -45.8% | +61.9% | +18.6% |
| YTD | +30.4% | -69.2% | +99.6% | +37.9% |
| 1Y | +33.0% | -80.4% | +113.4% | +45.2% |
| All | +134.2% | -91.4% | +225.6% | +176.2% |
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