-5.4%
RKT vs LCID
-99.3%
+94.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +2.0% |
| 7D | -9.0% | -10.2% | +1.2% | -7.1% |
| 30D | +30.2% | -10.2% | +40.4% | +32.1% |
| 3M | -8.8% | -54.1% | +45.3% | +6.6% |
| 6M | -0.9% | -53.8% | +52.8% | +12.3% |
| YTD | -29.2% | -72.0% | +42.9% | -12.0% |
| 1Y | -20.1% | -80.5% | +60.5% | +7.2% |
| 3Y | +81.3% | -92.6% | +173.9% | +168.3% |
| All | -5.4% | -99.3% | +94.0% | +110.9% |
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