-43.6%
SWKS vs LCID
-99.2%
+55.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +10.4% | -9.2% | -0.4% |
| 7D | -6.2% | +8.9% | -15.1% | -7.7% |
| 30D | -1.5% | -15.4% | +13.9% | +0.4% |
| 3M | +23.0% | -52.9% | +75.8% | +36.6% |
| 6M | +27.6% | -46.8% | +74.5% | +35.8% |
| YTD | +32.3% | -68.9% | +101.2% | +51.1% |
| 1Y | +20.1% | -81.7% | +101.8% | +49.1% |
| 3Y | +0.6% | -92.4% | +93.0% | +32.7% |
| All | -43.6% | -99.2% | +55.7% | +0.3% |
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