-5.2%
ROP vs LCID
-92.2%
+87.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.7% | +0.8% |
| 7D | +0.7% | -10.2% | +10.9% | +1.0% |
| 30D | +28.8% | -10.2% | +39.0% | +29.0% |
| 3M | +21.1% | -54.1% | +75.2% | +23.9% |
| 6M | +52.5% | -53.8% | +106.3% | +55.3% |
| YTD | +8.9% | -72.0% | +80.9% | +12.2% |
| 1Y | +8.2% | -80.5% | +88.8% | +12.5% |
| 3Y | -5.2% | -92.6% | +87.4% | -0.9% |
| All | -5.2% | -92.2% | +87.0% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling