-92.6%
LCID vs RY
+154.9%
-247.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +2.6% |
| 7D | -6.6% | +3.1% | -9.7% | -10.0% |
| 30D | -30.1% | -0.3% | -29.8% | -30.0% |
| 3M | -17.6% | +8.7% | -26.3% | -25.4% |
| 6M | -54.4% | +28.5% | -83.0% | -66.6% |
| YTD | -55.7% | +25.1% | -80.8% | -66.4% |
| 1Y | -71.0% | +46.3% | -117.3% | -81.8% |
| All | -92.6% | +154.9% | -247.4% | -98.0% |
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