-97.6%
LCID vs RBA
+45.3%
-142.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -6.6% | -2.9% | -3.7% | -5.0% |
| 30D | -30.1% | -12.3% | -17.9% | -25.2% |
| 3M | -17.6% | -20.5% | +2.9% | -6.4% |
| 6M | -54.4% | -18.5% | -35.9% | -49.2% |
| YTD | -55.7% | -18.2% | -37.5% | -50.9% |
| 1Y | -71.0% | -27.5% | -43.5% | -65.8% |
| 3Y | -92.6% | +38.1% | -130.7% | -94.0% |
| All | -97.6% | +45.3% | -142.9% | -97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling