+86.2%
SU vs LCID
-79.4%
+165.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.6% | -16.1% | -4.2% |
| 7D | -7.1% | -1.2% | -5.9% | -7.0% |
| 30D | +4.8% | -19.2% | +23.9% | +4.6% |
| 3M | +12.5% | -56.7% | +69.2% | +12.0% |
| 6M | +6.5% | -49.6% | +56.1% | +6.8% |
| YTD | +65.8% | -68.1% | +133.9% | +69.8% |
| 1Y | +86.2% | -79.4% | +165.6% | +98.4% |
| All | +86.2% | -79.4% | +165.5% | +98.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling