+106.9%
SPG vs LCID
-97.7%
+204.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.2% | +1.3% |
| 7D | 0.0% | +1.8% | -1.8% | -0.2% |
| 30D | -4.9% | -34.2% | +29.3% | -1.6% |
| 3M | +3.3% | -9.1% | +12.4% | +2.5% |
| 6M | +11.2% | -52.6% | +63.8% | +16.5% |
| YTD | +17.1% | -56.2% | +73.2% | +22.9% |
| 1Y | +21.6% | -74.9% | +96.5% | +34.1% |
| 3Y | +111.9% | -92.1% | +203.9% | +149.4% |
| 5Y | +106.9% | -97.6% | +204.5% | +165.8% |
| All | +106.9% | -97.7% | +204.6% | +165.8% |
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