+0.8%
ROP vs LCID
-99.2%
+100.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +10.4% | -13.3% | -3.4% |
| 7D | +2.1% | +8.9% | -6.8% | +1.6% |
| 30D | +32.9% | -15.4% | +48.3% | +33.7% |
| 3M | +20.3% | -52.9% | +73.2% | +24.1% |
| 6M | +36.8% | -46.8% | +83.6% | +39.3% |
| YTD | +8.1% | -68.9% | +77.0% | +12.3% |
| 1Y | +8.3% | -81.7% | +89.9% | +15.0% |
| 3Y | -3.2% | -92.4% | +89.1% | +4.3% |
| All | +0.8% | -99.2% | +100.1% | +21.1% |
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