+7.4%
ROK vs LCID
-82.0%
+89.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | +0.5% |
| 7D | +7.1% | -10.2% | +17.3% | +8.0% |
| 30D | -5.0% | -10.2% | +5.2% | -4.2% |
| 3M | -9.4% | -54.1% | +44.7% | -3.3% |
| 6M | -11.0% | -53.8% | +42.8% | -6.1% |
| YTD | +4.4% | -72.0% | +76.5% | +19.5% |
| 1Y | +7.4% | -80.5% | +87.9% | +32.7% |
| All | +7.4% | -82.0% | +89.4% | +32.7% |
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