+10.9%
ROL vs LCID
-95.4%
+106.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.4% |
| 7D | -1.4% | -6.6% | +5.2% | -1.3% |
| 30D | -4.1% | -30.1% | +26.1% | -3.3% |
| 3M | -22.5% | -17.6% | -4.9% | -22.5% |
| 6M | -37.7% | -54.4% | +16.8% | -36.7% |
| YTD | -39.6% | -55.7% | +16.1% | -38.7% |
| 1Y | -36.0% | -71.0% | +35.0% | -34.4% |
| 3Y | -5.1% | -92.6% | +87.5% | -0.2% |
| 5Y | -3.4% | -97.6% | +94.2% | +4.9% |
| All | +10.9% | -95.4% | +106.3% | +17.4% |
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