-22.3%
SYK vs LCID
-71.9%
+49.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.6% |
| 7D | -8.3% | -6.6% | -1.7% | -8.1% |
| 30D | -10.1% | -30.1% | +20.1% | -9.0% |
| 3M | +0.9% | -17.6% | +18.5% | +1.0% |
| 6M | -20.2% | -54.4% | +34.2% | -20.2% |
| YTD | -13.3% | -55.7% | +42.4% | -13.4% |
| 1Y | -22.3% | -71.0% | +48.7% | -24.2% |
| All | -22.3% | -71.9% | +49.6% | -24.2% |
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 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