+140.1%
RBRK vs LCID
-82.9%
+222.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.8% | +4.7% | -2.2% |
| 7D | +1.9% | -9.3% | +11.2% | +3.0% |
| 30D | -9.3% | -35.4% | +26.1% | -4.8% |
| 3M | +23.8% | -17.1% | +40.9% | +22.3% |
| 6M | +55.4% | -58.9% | +114.3% | +71.2% |
| YTD | +16.1% | -59.6% | +75.7% | +27.3% |
| 1Y | -9.8% | -78.0% | +68.2% | +8.2% |
| All | +140.1% | -82.9% | +222.9% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 all: compounded portfolio wealth divided by compounded LCID 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…
all analysis · Full analysis span regression · 6 months rolling