-10.5%
ROK vs LCID
-41.0%
+30.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +4.9% | +2.5% |
| 7D | -8.5% | +8.9% | -17.4% | -9.0% |
| 30D | -6.4% | +6.8% | -13.2% | -6.9% |
| 3M | -8.8% | -45.2% | +36.4% | -6.6% |
| 6M | -10.5% | -39.1% | +28.6% | -8.1% |
| All | -10.5% | -41.0% | +30.5% | -8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling