+59.9%
RIG vs LCID
-97.8%
+157.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | +0.1% |
| 7D | -8.2% | -9.3% | +1.1% | -7.1% |
| 30D | -0.2% | -35.4% | +35.2% | +5.1% |
| 3M | -2.7% | -17.1% | +14.4% | -3.8% |
| 6M | -7.5% | -58.9% | +51.5% | +0.8% |
| YTD | +38.3% | -59.6% | +97.9% | +50.3% |
| 1Y | +81.8% | -78.0% | +159.8% | +113.6% |
| 3Y | -30.2% | -92.7% | +62.5% | -10.6% |
| 5Y | +59.9% | -97.8% | +157.8% | +174.1% |
| All | +59.9% | -97.8% | +157.7% | +174.1% |
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