+316.6%
RCL vs LCID
-95.4%
+412.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | -5.1% | -6.6% | +1.5% | -4.2% |
| 30D | -19.0% | -30.1% | +11.1% | -15.0% |
| 3M | -9.6% | -17.6% | +8.0% | -9.0% |
| 6M | -6.7% | -54.4% | +47.7% | +1.5% |
| YTD | -3.9% | -55.7% | +51.8% | +4.4% |
| 1Y | -25.1% | -71.0% | +46.0% | -14.6% |
| 3Y | +179.1% | -92.6% | +271.8% | +257.8% |
| 5Y | +243.3% | -97.6% | +340.9% | +389.2% |
| All | +316.6% | -95.4% | +412.1% | +618.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling