-10.4%
RKT vs LCID
-79.4%
+68.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +11.6% | -2.9% | +6.2% |
| 7D | +29.7% | -1.2% | +30.9% | +29.7% |
| 30D | +28.5% | -19.2% | +47.7% | +33.5% |
| 3M | +6.4% | -56.7% | +63.1% | +23.8% |
| 6M | +7.1% | -49.6% | +56.8% | +18.3% |
| YTD | -22.5% | -68.1% | +45.6% | -5.2% |
| 1Y | -10.4% | -79.4% | +69.0% | +22.6% |
| All | -10.4% | -79.4% | +68.9% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling