+314.0%
SPG vs LCID
-95.4%
+409.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | -2.4% | -6.6% | +4.2% | -1.9% |
| 30D | -6.8% | -30.1% | +23.3% | -4.6% |
| 3M | +2.7% | -17.6% | +20.3% | +2.8% |
| 6M | +5.5% | -54.4% | +59.9% | +9.9% |
| YTD | +15.7% | -55.7% | +71.4% | +20.4% |
| 1Y | +20.9% | -71.0% | +91.9% | +29.3% |
| 3Y | +112.4% | -92.6% | +205.0% | +142.5% |
| 5Y | +101.4% | -97.6% | +199.0% | +140.8% |
| All | +314.0% | -95.4% | +409.4% | +493.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling