+355.7%
SU vs LCID
-97.9%
+453.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | +1.7% | -9.1% | +10.8% | +2.2% |
| 30D | +9.6% | -37.6% | +47.2% | +12.3% |
| 3M | +11.7% | -11.1% | +22.8% | +10.9% |
| 6M | +21.9% | -59.2% | +81.1% | +26.8% |
| YTD | +58.6% | -60.5% | +119.1% | +64.8% |
| 1Y | +66.5% | -78.5% | +145.0% | +79.7% |
| 3Y | +121.4% | -92.8% | +214.3% | +149.6% |
| 5Y | +355.7% | -97.9% | +453.6% | +432.3% |
| All | +355.7% | -97.9% | +453.6% | +432.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling