+537.2%
SU vs LCID
-95.5%
+632.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | -1.0% | +1.8% | -2.7% | -1.1% |
| 30D | +13.7% | -34.2% | +47.9% | +15.9% |
| 3M | +8.0% | -9.1% | +17.2% | +7.4% |
| 6M | +21.0% | -52.6% | +73.6% | +24.2% |
| YTD | +56.2% | -56.2% | +112.4% | +60.7% |
| 1Y | +72.2% | -74.9% | +147.1% | +82.3% |
| 3Y | +118.1% | -92.1% | +210.2% | +139.1% |
| 5Y | +350.3% | -97.6% | +447.9% | +412.2% |
| All | +537.2% | -95.5% | +632.7% | +768.2% |
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 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