-83.6%
SPXU vs LCID
-99.3%
+15.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -11.3% | +12.4% | -1.6% |
| 7D | -9.4% | +9.2% | -18.6% | -7.0% |
| 30D | +7.4% | -3.0% | +10.4% | +8.4% |
| 3M | +6.2% | -50.2% | +56.4% | -7.3% |
| 6M | -7.2% | -45.8% | +38.6% | -14.2% |
| YTD | -26.8% | -69.2% | +42.4% | -39.4% |
| 1Y | -26.3% | -80.4% | +54.1% | -44.9% |
| 3Y | -80.6% | -91.4% | +10.8% | -86.2% |
| 5Y | -83.6% | -99.3% | +15.7% | -92.4% |
| All | -83.6% | -99.3% | +15.7% | -92.4% |
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 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