+417.1%
RCL vs LCID
-96.8%
+513.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.4% | -9.0% | -0.1% |
| 7D | +6.5% | +8.9% | -2.4% | +5.1% |
| 30D | +15.9% | -15.4% | +31.3% | +18.0% |
| 3M | +2.7% | -52.9% | +55.5% | +13.2% |
| 6M | +15.2% | -46.8% | +62.1% | +22.4% |
| YTD | +19.2% | -68.9% | +88.1% | +35.3% |
| 1Y | +31.6% | -81.7% | +113.3% | +59.7% |
| 3Y | +274.2% | -92.4% | +366.6% | +374.5% |
| 5Y | +250.1% | -99.2% | +349.3% | +448.8% |
| All | +417.1% | -96.8% | +513.9% | +830.7% |
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