+120.1%
RSP vs LCID
-95.4%
+215.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | -0.8% | -6.6% | +5.8% | -0.4% |
| 30D | -0.3% | -30.1% | +29.8% | +1.7% |
| 3M | +4.3% | -17.6% | +21.9% | +4.4% |
| 6M | +8.8% | -54.4% | +63.3% | +12.6% |
| YTD | +15.3% | -55.7% | +71.0% | +19.2% |
| 1Y | +18.3% | -71.0% | +89.3% | +25.1% |
| 3Y | +52.8% | -92.6% | +145.4% | +69.7% |
| 5Y | +51.7% | -97.6% | +149.3% | +75.4% |
| All | +120.1% | -95.4% | +215.6% | +161.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling