+101.5%
RRX vs LCID
-97.1%
+198.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.2% | +6.9% | -1.2% |
| 7D | +4.3% | -10.2% | +14.5% | +5.5% |
| 30D | +12.3% | -10.2% | +22.5% | +13.1% |
| 3M | +3.7% | -54.1% | +57.8% | +12.2% |
| 6M | -13.9% | -53.8% | +39.8% | -8.3% |
| YTD | +26.5% | -72.0% | +98.5% | +41.4% |
| 1Y | +29.3% | -80.5% | +109.8% | +50.0% |
| 3Y | +65.6% | -92.6% | +158.1% | +102.4% |
| 5Y | +10.6% | -99.3% | +110.0% | +52.6% |
| All | +101.5% | -97.1% | +198.6% | +142.7% |
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