+41.6%
RKT vs LCID
-92.2%
+133.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.5% |
| 7D | +2.1% | -6.6% | +8.7% | +3.4% |
| 30D | +1.4% | -30.1% | +31.6% | +8.3% |
| 3M | +6.3% | -17.6% | +23.9% | +7.4% |
| 6M | -15.5% | -54.4% | +39.0% | -5.0% |
| YTD | -27.4% | -55.7% | +28.3% | -18.6% |
| 1Y | -26.6% | -71.0% | +44.5% | -11.8% |
| All | +41.6% | -92.2% | +133.9% | +111.3% |
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