+67.2%
SU vs LCID
-78.4%
+145.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | +2.2% | -9.8% | +12.1% | +2.1% |
| 30D | +8.4% | -35.5% | +43.9% | +8.1% |
| 3M | +12.1% | -18.4% | +30.5% | +11.5% |
| 6M | +19.7% | -60.5% | +80.2% | +22.8% |
| YTD | +58.4% | -60.1% | +118.5% | +61.6% |
| 1Y | +67.2% | -78.8% | +146.0% | +75.2% |
| All | +67.2% | -78.4% | +145.6% | +75.2% |
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 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