+111.6%
ROST vs LCID
-97.7%
+209.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | 0.0% | +1.8% | -1.7% | -0.1% |
| 30D | -10.2% | -34.2% | +24.1% | -7.4% |
| 3M | +1.0% | -9.1% | +10.2% | +0.4% |
| 6M | +8.7% | -52.6% | +61.3% | +13.2% |
| YTD | +27.8% | -56.2% | +84.0% | +33.4% |
| 1Y | +52.7% | -74.9% | +127.6% | +66.0% |
| 3Y | +97.5% | -92.1% | +189.5% | +127.3% |
| 5Y | +111.6% | -97.6% | +209.1% | +151.8% |
| All | +111.6% | -97.7% | +209.3% | +151.8% |
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