-97.0%
LCID vs RGEN
+14.8%
-111.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -9.6% |
| 7D | -10.2% | -3.3% | -6.9% | -8.6% |
| 30D | -10.2% | -5.8% | -4.3% | -7.1% |
| 3M | -54.1% | +0.2% | -54.3% | -54.3% |
| 6M | -53.8% | +56.8% | -110.5% | -63.3% |
| YTD | -72.0% | +2.4% | -74.4% | -73.0% |
| 1Y | -80.5% | +11.4% | -92.0% | -81.9% |
| 3Y | -92.6% | +15.2% | -107.7% | -93.8% |
| 5Y | -99.3% | -35.1% | -64.2% | -99.3% |
| All | -97.0% | +14.8% | -111.9% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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