-6.1%
RDW vs LCID
-97.9%
+91.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.6% |
| 7D | +0.9% | -9.8% | +10.7% | +4.2% |
| 30D | -21.3% | -35.5% | +14.2% | -9.8% |
| 3M | -37.9% | -18.4% | -19.5% | -37.5% |
| 6M | +12.3% | -60.5% | +72.7% | +43.0% |
| YTD | +39.7% | -60.1% | +99.8% | +78.7% |
| 1Y | +25.7% | -78.8% | +104.5% | +92.4% |
| 3Y | +230.8% | -92.8% | +323.6% | +516.4% |
| All | -6.1% | -97.9% | +91.8% | +153.1% |
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 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