-86.0%
SPXU vs LCID
-97.8%
+11.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.8% | +9.2% | -0.3% |
| 7D | +1.3% | -9.3% | +10.6% | -0.8% |
| 30D | +5.1% | -35.4% | +40.5% | -4.1% |
| 3M | -9.1% | -17.1% | +8.0% | -9.5% |
| 6M | -29.6% | -58.9% | +29.4% | -39.5% |
| YTD | -27.7% | -59.6% | +31.9% | -37.1% |
| 1Y | -37.0% | -78.0% | +41.0% | -51.7% |
| 3Y | -80.2% | -92.7% | +12.5% | -86.6% |
| 5Y | -86.0% | -97.8% | +11.8% | -92.2% |
| All | -86.0% | -97.8% | +11.8% | -92.2% |
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 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