+69.5%
SRE vs LCID
-95.4%
+165.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -0.7% |
| 7D | -0.3% | -6.6% | +6.3% | -0.2% |
| 30D | -0.7% | -30.1% | +29.4% | 0.0% |
| 3M | -6.3% | -17.6% | +11.3% | -6.3% |
| 6M | -10.7% | -54.4% | +43.8% | -9.5% |
| YTD | -3.5% | -55.7% | +52.3% | -2.3% |
| 1Y | +5.3% | -71.0% | +76.3% | +7.6% |
| 3Y | +31.8% | -92.6% | +124.4% | +37.0% |
| 5Y | +47.4% | -97.6% | +145.0% | +54.6% |
| All | +69.5% | -95.4% | +165.0% | +82.7% |
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