-96.4%
LCID vs RBA
+84.1%
-180.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.4% | +7.0% | +8.4% |
| 7D | +20.0% | +2.5% | +17.5% | +18.9% |
| 30D | -5.0% | +11.6% | -16.6% | -9.6% |
| 3M | -48.9% | +1.5% | -50.4% | -49.4% |
| 6M | -43.2% | -6.6% | -36.6% | -41.5% |
| YTD | -65.9% | -6.3% | -59.7% | -65.1% |
| 1Y | -79.2% | -4.0% | -75.2% | -78.8% |
| 3Y | -90.4% | +47.3% | -137.7% | -91.8% |
| 5Y | -99.2% | +47.7% | -146.9% | -99.3% |
| All | -96.4% | +84.1% | -180.5% | -97.1% |
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