+6.9%
RRX vs LCID
-92.3%
+99.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +4.3% | +1.8% | +2.5% | +4.0% |
| 30D | -8.0% | -34.2% | +26.2% | -2.5% |
| 3M | -22.0% | -9.1% | -12.9% | -22.6% |
| 6M | -11.9% | -52.6% | +40.7% | -3.8% |
| YTD | +17.1% | -56.2% | +73.3% | +28.4% |
| 1Y | +14.9% | -74.9% | +89.8% | +36.2% |
| 3Y | +6.9% | -92.1% | +99.0% | +44.9% |
| All | +6.9% | -92.3% | +99.2% | +44.9% |
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