+26.1%
ROK vs LCID
-99.2%
+125.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.8% | +2.5% |
| 7D | -11.5% | +20.0% | -31.5% | -13.4% |
| 30D | -10.0% | -5.0% | -5.0% | -9.8% |
| 3M | -11.4% | -48.9% | +37.4% | -5.1% |
| 6M | -13.7% | -43.2% | +29.5% | -10.4% |
| YTD | +1.0% | -65.9% | +67.0% | +10.6% |
| 1Y | +5.6% | -79.2% | +84.8% | +22.3% |
| 3Y | +59.1% | -90.4% | +149.5% | +90.3% |
| 5Y | +26.1% | -99.2% | +125.3% | +84.6% |
| All | +26.1% | -99.2% | +125.4% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling