+91.1%
RSG vs LCID
-97.8%
+188.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.8% | +8.2% | +0.4% |
| 7D | 0.0% | -9.3% | +9.3% | 0.0% |
| 30D | +3.7% | -35.4% | +39.1% | +3.8% |
| 3M | +6.2% | -17.1% | +23.2% | +6.1% |
| 6M | -2.8% | -58.9% | +56.2% | -2.2% |
| YTD | +5.9% | -59.6% | +65.5% | +6.4% |
| 1Y | -1.8% | -78.0% | +76.2% | -0.7% |
| 3Y | +57.5% | -92.7% | +150.2% | +60.5% |
| 5Y | +91.1% | -97.8% | +188.9% | +100.1% |
| All | +91.1% | -97.8% | +188.9% | +100.1% |
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