-43.0%
SWKS vs LCID
-99.2%
+56.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -11.6% | +9.5% | -0.3% |
| 7D | -9.2% | -6.9% | -2.3% | -8.4% |
| 30D | -1.9% | -28.4% | +26.5% | +2.6% |
| 3M | +21.2% | -55.5% | +76.7% | +36.0% |
| 6M | +12.9% | -52.3% | +65.2% | +22.2% |
| YTD | +30.7% | -71.8% | +102.5% | +51.7% |
| 1Y | +14.1% | -82.7% | +96.8% | +42.9% |
| 3Y | -1.7% | -93.5% | +91.9% | +33.4% |
| 5Y | -43.0% | -99.3% | +56.3% | +2.9% |
| All | -43.0% | -99.2% | +56.2% | +2.9% |
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 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