+31.8%
SRE vs LCID
-92.3%
+124.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.7% |
| 7D | +1.4% | +1.8% | -0.3% | +1.4% |
| 30D | +1.9% | -34.2% | +36.1% | +2.9% |
| 3M | -3.3% | -9.1% | +5.8% | -3.7% |
| 6M | -6.4% | -52.6% | +46.2% | -4.8% |
| YTD | -1.8% | -56.2% | +54.4% | 0.0% |
| 1Y | +10.7% | -74.9% | +85.6% | +15.0% |
| 3Y | +31.8% | -92.1% | +123.9% | +41.6% |
| All | +31.8% | -92.3% | +124.1% | +41.6% |
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