+29.8%
RCL vs LCID
-78.1%
+107.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.9% |
| 7D | +0.6% | +8.9% | -8.3% | -1.3% |
| 30D | +19.4% | +6.8% | +12.6% | +17.0% |
| 3M | +9.8% | -45.2% | +55.0% | +21.9% |
| 6M | +28.6% | -39.1% | +67.8% | +35.5% |
| YTD | +22.2% | -65.3% | +87.4% | +47.3% |
| All | +29.8% | -78.1% | +107.9% | +72.9% |
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 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