+41.6%
RMD vs LCID
-95.4%
+137.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | -5.0% | -6.6% | +1.6% | -4.6% |
| 30D | +2.2% | -30.1% | +32.4% | +4.2% |
| 3M | +17.8% | -17.6% | +35.5% | +18.0% |
| 6M | -11.3% | -54.4% | +43.1% | -8.5% |
| YTD | -4.4% | -55.7% | +51.3% | -1.5% |
| 1Y | -15.7% | -71.0% | +55.3% | -11.4% |
| 3Y | +47.7% | -92.6% | +140.4% | +61.9% |
| 5Y | -19.2% | -97.6% | +78.4% | -7.8% |
| All | +41.6% | -95.4% | +137.0% | +67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling