+8.3%
SYY vs LCID
-79.4%
+87.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.6% | -7.8% | +3.7% |
| 7D | -6.3% | -1.2% | -5.2% | -6.4% |
| 30D | +0.7% | -19.2% | +19.9% | +0.6% |
| 3M | -6.4% | -56.7% | +50.3% | -6.4% |
| 6M | +7.6% | -49.6% | +57.2% | +7.9% |
| YTD | +7.4% | -68.1% | +75.6% | +9.6% |
| 1Y | +8.3% | -79.4% | +87.7% | +9.9% |
| All | +8.3% | -79.4% | +87.7% | +9.9% |
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