+99.1%
RSG vs LCID
-99.3%
+198.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -11.3% | +12.8% | +1.5% |
| 7D | +1.4% | +9.2% | -7.8% | +1.4% |
| 30D | +15.0% | -3.0% | +18.0% | +15.0% |
| 3M | +18.5% | -50.2% | +68.7% | +18.8% |
| 6M | +25.8% | -45.8% | +71.6% | +25.9% |
| YTD | +20.8% | -69.2% | +90.0% | +21.6% |
| 1Y | +24.8% | -80.4% | +105.2% | +26.2% |
| 3Y | +65.9% | -91.4% | +157.3% | +68.1% |
| 5Y | +99.1% | -99.3% | +198.3% | +111.5% |
| All | +99.1% | -99.3% | +198.3% | +111.5% |
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