+25.4%
ROP vs LCID
-96.5%
+121.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.4% | -10.5% | -1.3% |
| 7D | -1.6% | +20.0% | -21.6% | -2.2% |
| 30D | +29.5% | -5.0% | +34.6% | +29.5% |
| 3M | +17.5% | -48.9% | +66.4% | +19.5% |
| 6M | +38.1% | -43.2% | +81.3% | +39.4% |
| YTD | +7.0% | -65.9% | +72.9% | +9.2% |
| 1Y | +6.5% | -79.2% | +85.7% | +10.0% |
| 3Y | -5.5% | -90.4% | +84.9% | -1.9% |
| 5Y | -0.4% | -99.2% | +98.8% | +5.9% |
| All | +25.4% | -96.5% | +121.9% | +37.4% |
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 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