+53.9%
RMD vs LCID
-92.3%
+146.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.6% |
| 3M | +14.8% | -9.1% | +23.9% | +14.1% |
| 6M | -12.1% | -52.6% | +40.5% | -8.6% |
| YTD | -7.5% | -56.2% | +48.7% | -3.6% |
| 1Y | -20.1% | -74.9% | +54.8% | -13.7% |
| 3Y | +53.9% | -92.1% | +146.0% | +95.5% |
| All | +53.9% | -92.3% | +146.2% | +95.5% |
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 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