+40.5%
SPGI vs LCID
-95.4%
+135.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.6% |
| 7D | +0.1% | -6.6% | +6.7% | +0.4% |
| 30D | +8.4% | -30.1% | +38.6% | +10.0% |
| 3M | +11.8% | -17.6% | +29.4% | +11.8% |
| 6M | +5.7% | -54.4% | +60.1% | +8.5% |
| YTD | -9.7% | -55.7% | +46.0% | -7.4% |
| 1Y | -12.5% | -71.0% | +58.6% | -8.6% |
| 3Y | +21.8% | -92.6% | +114.5% | +32.6% |
| 5Y | +8.2% | -97.6% | +105.8% | +23.0% |
| All | +40.5% | -95.4% | +135.9% | +68.5% |
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