-77.9%
LCID vs RJF
+3.3%
-81.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | +8.9% | -0.9% | +9.8% | +10.0% |
| 30D | +6.8% | +5.3% | +1.5% | +2.8% |
| 3M | -45.2% | -6.8% | -38.4% | -41.9% |
| 6M | -39.1% | +11.4% | -50.6% | -45.5% |
| YTD | -65.3% | +5.5% | -70.8% | -69.2% |
| All | -77.9% | +3.3% | -81.2% | -78.8% |
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