+82.7%
SPG vs LCID
-99.3%
+182.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +0.5% |
| 7D | +2.0% | -10.2% | +12.2% | +2.8% |
| 30D | +17.2% | -10.2% | +27.4% | +17.8% |
| 3M | +6.3% | -54.1% | +60.4% | +12.9% |
| 6M | +18.7% | -53.8% | +72.5% | +24.1% |
| YTD | +30.1% | -72.0% | +102.1% | +41.4% |
| 1Y | +32.8% | -80.5% | +113.3% | +49.3% |
| 3Y | +133.6% | -92.6% | +226.1% | +174.1% |
| All | +82.7% | -99.3% | +182.1% | +149.9% |
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