+104.2%
RKT vs LCID
-90.9%
+195.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.4% | -8.6% | -0.9% |
| 7D | +10.3% | +20.0% | -9.7% | +6.3% |
| 30D | +32.3% | -5.0% | +37.3% | +32.8% |
| 3M | +10.7% | -48.9% | +59.6% | +24.0% |
| 6M | -3.2% | -43.2% | +40.0% | +3.9% |
| YTD | -21.5% | -65.9% | +44.4% | -8.8% |
| 1Y | -6.0% | -79.2% | +73.2% | +18.7% |
| 3Y | +104.2% | -90.4% | +194.6% | +173.8% |
| All | +104.2% | -90.9% | +195.2% | +173.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling