+23.6%
SWKS vs LCID
-78.6%
+102.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.9% | -0.7% |
| 7D | -3.1% | +24.8% | -28.0% | -5.9% |
| 30D | +8.3% | -0.5% | +8.9% | +8.0% |
| 3M | +20.2% | -43.0% | +63.2% | +28.0% |
| 6M | +24.9% | -40.5% | +65.5% | +30.1% |
| YTD | +33.2% | -64.3% | +97.5% | +47.1% |
| 1Y | +23.6% | -78.1% | +101.6% | +57.9% |
| All | +23.6% | -78.6% | +102.1% | +57.9% |
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