+122.9%
RSP vs LCID
-96.5%
+219.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.4% | -7.2% | +1.7% |
| 7D | +0.4% | +20.0% | -19.6% | -0.7% |
| 30D | +3.7% | -5.0% | +8.7% | +3.8% |
| 3M | +0.8% | -48.9% | +49.6% | +4.4% |
| 6M | +9.1% | -43.2% | +52.3% | +11.2% |
| YTD | +16.7% | -65.9% | +82.7% | +22.2% |
| 1Y | +19.7% | -79.2% | +98.9% | +28.9% |
| 3Y | +66.7% | -90.4% | +157.1% | +82.0% |
| 5Y | +48.7% | -99.2% | +147.9% | +75.9% |
| All | +122.9% | -96.5% | +219.4% | +167.9% |
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 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