-97.6%
LCID vs RGEN
-42.7%
-54.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.6% | -1.3% |
| 7D | +1.8% | -0.9% | +2.6% | +2.2% |
| 30D | -34.2% | +2.8% | -37.1% | -35.2% |
| 3M | -9.1% | +34.5% | -43.6% | -22.5% |
| 6M | -52.6% | +40.5% | -93.1% | -60.9% |
| YTD | -56.2% | +2.8% | -59.0% | -57.7% |
| 1Y | -74.9% | +39.6% | -114.5% | -79.2% |
| 3Y | -92.1% | +4.4% | -96.5% | -93.2% |
| 5Y | -97.6% | -42.8% | -54.8% | -96.9% |
| All | -97.6% | -42.7% | -54.8% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling