-18.7%
RMBS vs LCID
-78.8%
+60.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.7% | +8.3% | +6.3% |
| 7D | +3.0% | +8.9% | -5.9% | +1.1% |
| 30D | -15.5% | +6.8% | -22.4% | -17.1% |
| 3M | -11.5% | -45.2% | +33.8% | -0.7% |
| 6M | -36.5% | -39.1% | +2.6% | -32.2% |
| YTD | -7.1% | -65.3% | +58.2% | +21.6% |
| 1Y | -18.7% | -78.4% | +59.7% | +23.8% |
| All | -18.7% | -78.8% | +60.1% | +23.8% |
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 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