-3.9%
RMD vs LCID
-82.0%
+78.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.2% | +9.5% | +1.0% |
| 7D | +2.1% | -10.2% | +12.3% | +2.8% |
| 30D | +2.1% | -10.2% | +12.3% | +2.5% |
| 3M | +6.2% | -54.1% | +60.4% | +11.8% |
| 6M | +19.4% | -53.8% | +73.1% | +23.6% |
| YTD | +0.5% | -72.0% | +72.6% | +9.7% |
| 1Y | -3.9% | -80.5% | +76.6% | +12.0% |
| All | -3.9% | -82.0% | +78.0% | +12.0% |
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 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