+125.4%
SU vs LCID
-93.0%
+218.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.1% |
| 7D | +1.7% | -9.1% | +10.8% | +1.9% |
| 30D | +9.6% | -37.6% | +47.2% | +10.9% |
| 3M | +11.7% | -11.1% | +22.8% | +11.1% |
| 6M | +21.9% | -59.2% | +81.1% | +24.9% |
| YTD | +58.6% | -60.5% | +119.1% | +62.4% |
| 1Y | +66.5% | -78.5% | +145.0% | +74.6% |
| All | +125.4% | -93.0% | +218.3% | +139.7% |
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 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