-95.3%
LCID vs RGEN
+14.7%
-110.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.3% |
| 7D | -6.6% | -4.9% | -1.7% | -4.4% |
| 30D | -30.1% | +5.7% | -35.8% | -32.0% |
| 3M | -17.6% | +32.4% | -50.0% | -28.8% |
| 6M | -54.4% | +33.2% | -87.6% | -61.2% |
| YTD | -55.7% | +2.3% | -58.0% | -57.1% |
| 1Y | -71.0% | +39.0% | -110.0% | -75.8% |
| 3Y | -92.6% | -4.6% | -88.0% | -93.3% |
| 5Y | -97.6% | -42.7% | -54.9% | -97.4% |
| All | -95.3% | +14.7% | -110.0% | -95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling