-99.3%
LCID vs RBA
+46.2%
-145.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -1.5% | -9.8% | -10.5% |
| 7D | +9.2% | -0.5% | +9.8% | +9.7% |
| 30D | -3.0% | +6.8% | -9.8% | -6.4% |
| 3M | -50.2% | +9.5% | -59.7% | -52.8% |
| 6M | -45.8% | -8.2% | -37.6% | -43.3% |
| YTD | -69.2% | -7.7% | -61.5% | -68.1% |
| 1Y | -80.4% | -6.9% | -73.5% | -79.7% |
| 3Y | -91.4% | +61.6% | -153.1% | -93.5% |
| 5Y | -99.3% | +44.7% | -144.0% | -99.3% |
| All | -99.3% | +46.2% | -145.5% | -99.3% |
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 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