+534.4%
RMBS vs LCID
-95.9%
+630.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +1.8% | -9.8% | +11.6% | +3.1% |
| 30D | -13.9% | -35.5% | +21.6% | -8.8% |
| 3M | -39.8% | -18.4% | -21.4% | -39.5% |
| 6M | -6.0% | -60.5% | +54.5% | +3.8% |
| YTD | -5.4% | -60.1% | +54.7% | +4.2% |
| 1Y | -1.8% | -78.8% | +77.0% | +16.7% |
| 3Y | +53.7% | -92.8% | +146.4% | +95.2% |
| 5Y | +268.5% | -97.9% | +366.4% | +406.2% |
| All | +534.4% | -95.9% | +630.2% | +700.9% |
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 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