-71.0%
LCID vs RJF
+7.8%
-78.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.8% |
| 7D | -6.6% | -0.6% | -6.0% | -6.2% |
| 30D | -30.1% | -1.3% | -28.9% | -29.7% |
| 3M | -17.6% | +18.9% | -36.5% | -27.7% |
| 6M | -54.4% | +15.0% | -69.5% | -59.1% |
| YTD | -55.7% | +12.2% | -67.9% | -59.7% |
| 1Y | -71.0% | +5.6% | -76.7% | -74.1% |
| All | -71.0% | +7.8% | -78.9% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1y: compounded portfolio wealth divided by compounded RJF 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…
1y analysis · Full analysis span regression · 6 months rolling