+13.7%
RMBS vs LCID
-77.9%
+91.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.8% | +8.7% | +2.6% |
| 7D | +3.5% | -9.3% | +12.8% | +5.6% |
| 30D | -8.6% | -35.4% | +26.8% | +0.2% |
| 3M | -40.3% | -17.1% | -23.2% | -41.1% |
| 6M | -1.0% | -58.9% | +58.0% | +28.4% |
| YTD | -4.6% | -59.6% | +55.0% | +22.6% |
| All | +13.7% | -77.9% | +91.6% | +93.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling