+32.0%
RCL vs LCID
-79.4%
+111.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +11.6% | -5.2% | +4.2% |
| 7D | +11.7% | -1.2% | +12.9% | +11.7% |
| 30D | +21.1% | -19.2% | +40.3% | +25.4% |
| 3M | +2.9% | -56.7% | +59.6% | +19.2% |
| 6M | +29.8% | -49.6% | +79.5% | +42.6% |
| YTD | +21.4% | -68.1% | +89.5% | +48.0% |
| 1Y | +32.0% | -79.4% | +111.4% | +72.3% |
| All | +32.0% | -79.4% | +111.4% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling