-93.1%
LCID vs RY
+158.9%
-252.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -2.9% | -8.7% | -8.1% |
| 7D | -6.9% | -1.1% | -5.8% | -5.0% |
| 30D | -28.4% | +4.4% | -32.8% | -31.4% |
| 3M | -55.5% | -2.9% | -52.6% | -53.7% |
| 6M | -52.3% | +15.6% | -67.9% | -59.5% |
| YTD | -71.8% | +21.8% | -93.6% | -77.6% |
| 1Y | -82.7% | +42.6% | -125.3% | -88.5% |
| All | -93.1% | +158.9% | -252.0% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling