+115.0%
ROK vs LCID
-95.8%
+210.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | -0.1% |
| 7D | +0.2% | -9.3% | +9.5% | +0.9% |
| 30D | -1.8% | -35.4% | +33.6% | +1.6% |
| 3M | -7.2% | -17.1% | +9.9% | -7.1% |
| 6M | +14.2% | -58.9% | +73.1% | +20.7% |
| YTD | +10.6% | -59.6% | +70.2% | +16.7% |
| 1Y | +25.9% | -78.0% | +103.9% | +39.1% |
| 3Y | +50.8% | -92.7% | +143.5% | +74.0% |
| 5Y | +47.0% | -97.8% | +144.9% | +79.1% |
| All | +115.0% | -95.8% | +210.9% | +161.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling