+519.8%
RMBS vs LCID
-96.8%
+616.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.3% | +10.9% | +1.1% |
| 7D | +21.9% | +9.2% | +12.7% | +20.3% |
| 30D | -13.4% | -3.0% | -10.5% | -13.3% |
| 3M | -15.9% | -50.2% | +34.3% | -7.9% |
| 6M | -34.8% | -45.8% | +11.1% | -31.0% |
| YTD | -7.5% | -69.2% | +61.7% | +5.2% |
| 1Y | -16.9% | -80.4% | +63.5% | -0.1% |
| 3Y | +35.5% | -91.4% | +127.0% | +70.6% |
| 5Y | +254.2% | -99.3% | +353.4% | +425.8% |
| All | +519.8% | -96.8% | +616.6% | +708.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling