+5.7%
SYY vs LCID
-82.0%
+87.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.2% | +10.3% | +1.3% |
| 7D | +0.3% | -10.2% | +10.5% | +0.5% |
| 30D | -4.8% | -10.2% | +5.4% | -4.7% |
| 3M | -7.1% | -54.1% | +47.1% | -6.9% |
| 6M | +6.8% | -53.8% | +60.6% | +7.1% |
| YTD | +7.7% | -72.0% | +79.7% | +10.4% |
| 1Y | +5.7% | -80.5% | +86.2% | +8.8% |
| All | +5.7% | -82.0% | +87.6% | +8.8% |
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