+16.0%
ROL vs LCID
-99.3%
+115.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.2% | +11.8% | +2.9% |
| 7D | +3.0% | -10.2% | +13.2% | +3.3% |
| 30D | +19.8% | -10.2% | +30.0% | +20.0% |
| 3M | +7.9% | -54.1% | +62.0% | +10.5% |
| 6M | -25.6% | -53.8% | +28.1% | -24.3% |
| YTD | -34.1% | -72.0% | +37.9% | -31.8% |
| 1Y | -31.4% | -80.5% | +49.1% | -27.8% |
| 3Y | +4.7% | -92.6% | +97.2% | +12.0% |
| All | +16.0% | -99.3% | +115.3% | +43.7% |
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