+46.2%
RMD vs LCID
-96.5%
+142.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.4% | -9.2% | -0.4% |
| 7D | +1.2% | +20.0% | -18.8% | 0.0% |
| 30D | +2.5% | -5.0% | +7.5% | +2.5% |
| 3M | +11.5% | -48.9% | +60.4% | +15.3% |
| 6M | +14.7% | -43.2% | +57.9% | +16.8% |
| YTD | -1.3% | -65.9% | +64.6% | +2.9% |
| 1Y | -5.3% | -79.2% | +73.9% | +1.3% |
| 3Y | +68.8% | -90.4% | +159.2% | +82.5% |
| 5Y | -5.9% | -99.2% | +93.3% | +9.2% |
| All | +46.2% | -96.5% | +142.6% | +75.2% |
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 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