+37.0%
RMD vs LCID
-95.5%
+132.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.1% |
| 7D | -4.5% | +1.8% | -6.2% | -4.6% |
| 30D | +4.6% | -34.2% | +38.8% | +7.0% |
| 3M | +14.8% | -9.1% | +23.9% | +14.4% |
| 6M | -12.1% | -52.6% | +40.5% | -9.5% |
| YTD | -7.5% | -56.2% | +48.7% | -4.5% |
| 1Y | -20.1% | -74.9% | +54.8% | -15.3% |
| 3Y | +53.9% | -92.1% | +146.0% | +68.1% |
| 5Y | -22.2% | -97.6% | +75.3% | -11.2% |
| All | +37.0% | -95.5% | +132.5% | +62.5% |
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 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