+25.0%
ROK vs LCID
-79.4%
+104.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.6% | -12.1% | -1.5% |
| 7D | 0.0% | -1.2% | +1.2% | 0.0% |
| 30D | -2.5% | -19.2% | +16.7% | -0.8% |
| 3M | 0.0% | -56.7% | +56.7% | +7.4% |
| 6M | +11.6% | -49.6% | +61.2% | +17.2% |
| YTD | +15.2% | -68.1% | +83.3% | +31.1% |
| 1Y | +25.0% | -79.4% | +104.4% | +57.9% |
| All | +25.0% | -79.4% | +104.4% | +57.9% |
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