+57.5%
RMD vs LCID
-93.0%
+150.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.4% | -12.1% | -2.4% |
| 7D | +2.3% | +8.9% | -6.6% | +1.6% |
| 30D | +4.1% | -15.4% | +19.5% | +5.0% |
| 3M | +5.7% | -52.9% | +58.6% | +10.4% |
| 6M | +12.9% | -46.8% | +59.7% | +15.7% |
| YTD | -1.5% | -68.9% | +67.4% | +4.1% |
| 1Y | -4.8% | -81.7% | +76.9% | +3.8% |
| 3Y | +57.5% | -92.4% | +149.9% | +77.0% |
| All | +57.5% | -93.0% | +150.5% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling