+46.4%
ROK vs LCID
-97.7%
+144.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | +2.8% | +1.8% | +1.0% | +2.6% |
| 30D | -2.4% | -34.2% | +31.8% | +1.9% |
| 3M | -4.7% | -9.1% | +4.4% | -5.6% |
| 6M | +16.8% | -52.6% | +69.4% | +23.7% |
| YTD | +11.4% | -56.2% | +67.6% | +18.6% |
| 1Y | +26.2% | -74.9% | +101.1% | +42.3% |
| 3Y | +51.9% | -92.1% | +143.9% | +84.1% |
| 5Y | +46.4% | -97.6% | +143.9% | +97.3% |
| All | +46.4% | -97.7% | +144.0% | +97.3% |
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