+108.7%
RRX vs LCID
-96.4%
+205.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.8% |
| 7D | +5.4% | +8.9% | -3.5% | +4.4% |
| 30D | +12.0% | +6.8% | +5.1% | +10.7% |
| 3M | +6.1% | -45.2% | +51.4% | +12.7% |
| 6M | -13.2% | -39.1% | +25.9% | -10.3% |
| YTD | +31.0% | -65.3% | +96.2% | +43.0% |
| 1Y | +38.8% | -78.4% | +117.2% | +59.1% |
| 3Y | +70.3% | -90.3% | +160.6% | +102.6% |
| 5Y | +15.5% | -99.2% | +114.7% | +55.8% |
| All | +108.7% | -96.4% | +205.1% | +145.6% |
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