-4.7%
RMD vs LCID
-79.5%
+74.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.4% | -9.2% | -0.6% |
| 7D | +1.2% | +20.0% | -18.8% | -0.5% |
| 30D | +2.5% | -5.0% | +7.5% | +2.4% |
| 3M | +11.5% | -48.9% | +60.4% | +16.3% |
| 6M | +14.7% | -43.2% | +57.9% | +16.9% |
| YTD | -1.3% | -65.9% | +64.6% | +5.9% |
| All | -4.7% | -79.5% | +74.8% | +10.5% |
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 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