+234.8%
RCL vs LCID
-97.6%
+332.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | -5.1% | -6.6% | +1.5% | -4.1% |
| 30D | -19.0% | -30.1% | +11.1% | -14.3% |
| 3M | -9.6% | -17.6% | +8.0% | -9.0% |
| 6M | -6.7% | -54.4% | +47.7% | +2.9% |
| YTD | -3.9% | -55.7% | +51.8% | +5.9% |
| 1Y | -25.1% | -71.0% | +46.0% | -12.6% |
| 3Y | +179.1% | -92.6% | +271.8% | +278.6% |
| All | +234.8% | -97.6% | +332.4% | +456.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling