+118.9%
ROK vs LCID
-95.4%
+214.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.1% |
| 7D | +0.7% | -6.6% | +7.3% | +1.2% |
| 30D | -3.3% | -30.1% | +26.8% | -0.6% |
| 3M | -5.9% | -17.6% | +11.7% | -5.7% |
| 6M | +13.9% | -54.4% | +68.3% | +19.4% |
| YTD | +12.6% | -55.7% | +68.3% | +18.0% |
| 1Y | +28.6% | -71.0% | +99.6% | +39.0% |
| 3Y | +45.1% | -92.6% | +137.7% | +67.2% |
| 5Y | +45.6% | -97.6% | +143.2% | +76.0% |
| All | +118.9% | -95.4% | +214.4% | +164.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling