+30.3%
SPGI vs LCID
-90.3%
+120.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.0% | +0.4% |
| 7D | -1.4% | +8.9% | -10.3% | -1.6% |
| 30D | +15.3% | +6.8% | +8.4% | +14.9% |
| 3M | +16.5% | -45.2% | +61.7% | +17.9% |
| 6M | +19.8% | -39.1% | +59.0% | +20.3% |
| YTD | -3.2% | -65.3% | +62.0% | -1.1% |
| 1Y | +1.8% | -78.4% | +80.2% | +5.4% |
| All | +30.3% | -90.3% | +120.6% | +39.2% |
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