+36.0%
SPGI vs LCID
-95.5%
+131.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.2% |
| 7D | -2.5% | +1.8% | -4.2% | -2.6% |
| 30D | +5.4% | -34.2% | +39.6% | +7.3% |
| 3M | +9.0% | -9.1% | +18.2% | +8.5% |
| 6M | +0.8% | -52.6% | +53.4% | +3.2% |
| YTD | -12.6% | -56.2% | +43.6% | -10.3% |
| 1Y | -16.1% | -74.9% | +58.8% | -11.8% |
| 3Y | +19.0% | -92.1% | +111.1% | +29.0% |
| 5Y | +5.1% | -97.6% | +102.6% | +19.6% |
| All | +36.0% | -95.5% | +131.4% | +63.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling