+2.8%
RDW vs LCID
-97.7%
+100.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -7.8% | +3.1% | -2.7% |
| 7D | +3.6% | -9.3% | +12.9% | +6.2% |
| 30D | -18.4% | -35.4% | +17.0% | -9.0% |
| 3M | -32.1% | -17.1% | -15.0% | -31.6% |
| 6M | +10.9% | -58.9% | +69.8% | +33.7% |
| YTD | +40.8% | -59.6% | +100.4% | +71.5% |
| 1Y | +31.1% | -78.0% | +109.1% | +82.9% |
| 3Y | +245.2% | -92.7% | +337.8% | +461.0% |
| 5Y | -16.7% | -97.8% | +81.1% | +65.9% |
| All | +2.8% | -97.7% | +100.5% | +102.4% |
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