+274.2%
RCL vs LCID
-93.0%
+367.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.4% | -9.0% | 0.0% |
| 7D | +6.5% | +8.9% | -2.4% | +5.2% |
| 30D | +15.9% | -15.4% | +31.3% | +17.9% |
| 3M | +2.7% | -52.9% | +55.5% | +12.3% |
| 6M | +15.2% | -46.8% | +62.1% | +21.8% |
| YTD | +19.2% | -68.9% | +88.1% | +33.5% |
| 1Y | +31.6% | -81.7% | +113.3% | +54.7% |
| 3Y | +274.2% | -92.4% | +366.6% | +364.1% |
| All | +274.2% | -93.0% | +367.2% | +364.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling