-96.7%
LCID vs RBA
+79.8%
-176.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.3% | +11.7% | +11.0% |
| 7D | +8.9% | +4.3% | +4.7% | +7.0% |
| 30D | -15.4% | +16.3% | -31.7% | -21.1% |
| 3M | -52.9% | +1.3% | -54.2% | -53.3% |
| 6M | -46.8% | -11.1% | -35.8% | -44.1% |
| YTD | -68.9% | -8.5% | -60.4% | -67.8% |
| 1Y | -81.7% | -2.1% | -79.6% | -81.5% |
| 3Y | -92.4% | +44.6% | -136.9% | -93.4% |
| 5Y | -99.2% | +36.8% | -136.0% | -99.4% |
| All | -96.7% | +79.8% | -176.5% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling