-3.5%
ROKU vs LCID
-95.9%
+92.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.3% |
| 7D | -0.4% | -9.8% | +9.4% | +2.1% |
| 30D | +2.1% | -35.5% | +37.5% | +13.5% |
| 3M | +29.5% | -18.4% | +47.9% | +29.5% |
| 6M | +53.8% | -60.5% | +114.3% | +84.2% |
| YTD | +42.8% | -60.1% | +102.9% | +68.4% |
| 1Y | +60.7% | -78.8% | +139.5% | +122.4% |
| 3Y | +83.9% | -92.8% | +176.7% | +202.2% |
| 5Y | -52.8% | -97.9% | +45.1% | +4.3% |
| All | -3.5% | -95.9% | +92.4% | +135.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling