-28.2%
RKT vs LCID
-95.8%
+67.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.8% | +5.0% | -1.5% |
| 7D | -1.0% | -9.3% | +8.4% | +0.5% |
| 30D | -2.4% | -35.4% | +33.0% | +4.5% |
| 3M | +1.9% | -17.1% | +19.0% | +2.8% |
| 6M | -13.9% | -58.9% | +45.1% | -3.7% |
| YTD | -30.6% | -59.6% | +29.0% | -22.8% |
| 1Y | -34.4% | -78.0% | +43.6% | -20.3% |
| 3Y | +38.2% | -92.7% | +130.9% | +83.5% |
| 5Y | -9.7% | -97.8% | +88.2% | +34.5% |
| All | -28.2% | -95.8% | +67.6% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling