+437.1%
RCL vs LCID
-96.3%
+533.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.9% | +0.2% |
| 7D | +8.5% | +24.8% | -16.3% | +5.0% |
| 30D | +20.4% | -0.5% | +20.9% | +19.8% |
| 3M | +11.0% | -43.0% | +54.0% | +19.1% |
| 6M | +24.9% | -40.5% | +65.4% | +30.6% |
| YTD | +23.9% | -64.3% | +88.2% | +37.8% |
| 1Y | +30.8% | -78.1% | +108.9% | +54.7% |
| 3Y | +270.4% | -90.1% | +360.5% | +352.2% |
| 5Y | +296.1% | -99.1% | +395.2% | +508.1% |
| All | +437.1% | -96.3% | +533.4% | +847.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling