+429.7%
RCL vs LCID
-96.4%
+526.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -1.0% |
| 7D | +0.6% | +8.9% | -8.3% | -0.8% |
| 30D | +19.4% | +6.8% | +12.6% | +17.7% |
| 3M | +9.8% | -45.2% | +55.0% | +18.5% |
| 6M | +28.6% | -39.1% | +67.8% | +34.1% |
| YTD | +22.2% | -65.3% | +87.4% | +36.4% |
| 1Y | +29.7% | -78.4% | +108.1% | +53.8% |
| 3Y | +265.3% | -90.3% | +355.6% | +347.7% |
| 5Y | +301.8% | -99.2% | +400.9% | +523.4% |
| All | +429.7% | -96.4% | +526.2% | +838.4% |
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