+25.9%
ROK vs LCID
-76.7%
+102.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.8% | +7.1% | +0.1% |
| 7D | +0.2% | -9.3% | +9.5% | +1.1% |
| 30D | -1.8% | -35.4% | +33.6% | +2.4% |
| 3M | -7.2% | -17.1% | +9.9% | -7.8% |
| 6M | +14.2% | -58.9% | +73.1% | +28.1% |
| YTD | +10.6% | -59.6% | +70.2% | +23.4% |
| 1Y | +25.9% | -78.0% | +103.9% | +59.4% |
| All | +25.9% | -76.7% | +102.6% | +59.4% |
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