+432.6%
RCL vs LCID
-96.5%
+529.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.4% | -6.4% | +1.7% |
| 7D | +5.0% | +20.0% | -15.0% | +2.1% |
| 30D | +19.4% | -5.0% | +24.4% | +19.6% |
| 3M | +5.9% | -48.9% | +54.8% | +15.4% |
| 6M | +23.8% | -43.2% | +67.0% | +30.3% |
| YTD | +22.8% | -65.9% | +88.8% | +37.6% |
| 1Y | +34.3% | -79.2% | +113.4% | +60.0% |
| 3Y | +276.4% | -90.4% | +366.8% | +361.8% |
| 5Y | +281.6% | -99.2% | +380.8% | +493.3% |
| All | +432.6% | -96.5% | +529.1% | +846.2% |
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