+11.7%
SPGI vs LCID
-99.2%
+111.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.4% | -11.4% | -1.6% |
| 7D | +0.3% | +8.9% | -8.7% | -0.3% |
| 30D | +18.4% | -15.4% | +33.8% | +19.3% |
| 3M | +15.7% | -52.9% | +68.6% | +20.7% |
| 6M | +17.3% | -46.8% | +64.1% | +19.9% |
| YTD | -4.7% | -68.9% | +64.1% | +0.7% |
| 1Y | +1.8% | -81.7% | +83.5% | +11.6% |
| 3Y | +31.7% | -92.4% | +124.1% | +47.9% |
| All | +11.7% | -99.2% | +111.0% | +47.3% |
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