-15.7%
RMD vs LCID
-71.9%
+56.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | -5.0% | -6.6% | +1.6% | -4.5% |
| 30D | +2.2% | -30.1% | +32.4% | +4.7% |
| 3M | +17.8% | -17.6% | +35.5% | +17.6% |
| 6M | -11.3% | -54.4% | +43.1% | -6.8% |
| YTD | -4.4% | -55.7% | +51.3% | +0.3% |
| 1Y | -15.7% | -71.0% | +55.3% | -10.2% |
| All | -15.7% | -71.9% | +56.2% | -10.2% |
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