-97.6%
LCID vs RL
+238.1%
-335.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +0.5% |
| 7D | -6.6% | -0.8% | -5.8% | -6.1% |
| 30D | -30.1% | -7.8% | -22.4% | -26.8% |
| 3M | -17.6% | -4.0% | -13.6% | -15.8% |
| 6M | -54.4% | -1.9% | -52.5% | -54.8% |
| YTD | -55.7% | -0.2% | -55.6% | -56.6% |
| 1Y | -71.0% | +10.7% | -81.7% | -73.6% |
| 3Y | -92.6% | +210.8% | -303.4% | -97.1% |
| All | -97.6% | +238.1% | -335.7% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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