+48.5%
RMD vs LCID
-96.8%
+145.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -11.3% | +11.7% | +1.1% |
| 7D | +0.1% | +9.2% | -9.1% | -0.5% |
| 30D | +1.9% | -3.0% | +4.9% | +1.9% |
| 3M | +6.3% | -50.2% | +56.5% | +10.1% |
| 6M | +18.2% | -45.8% | +64.1% | +20.7% |
| YTD | +0.3% | -69.2% | +69.5% | +5.1% |
| 1Y | -4.3% | -80.4% | +76.1% | +2.7% |
| 3Y | +71.3% | -91.4% | +162.7% | +86.3% |
| 5Y | -1.8% | -99.3% | +97.5% | +14.5% |
| All | +48.5% | -96.8% | +145.3% | +79.0% |
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