-92.6%
LCID vs RBA
+36.9%
-129.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -6.6% | -2.9% | -3.7% | -5.1% |
| 30D | -30.1% | -12.3% | -17.9% | -25.3% |
| 3M | -17.6% | -20.5% | +2.9% | -6.5% |
| 6M | -54.4% | -18.5% | -35.9% | -49.2% |
| YTD | -55.7% | -18.2% | -37.5% | -50.8% |
| 1Y | -71.0% | -27.5% | -43.5% | -66.0% |
| All | -92.6% | +36.9% | -129.5% | -93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling