+157.0%
RTX vs LCID
-92.2%
+249.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.3% | +0.3% |
| 7D | +4.8% | -10.2% | +15.0% | +5.0% |
| 30D | +6.5% | -10.2% | +16.7% | +6.6% |
| 3M | -9.6% | -54.1% | +44.5% | -8.3% |
| 6M | +12.3% | -53.8% | +66.1% | +13.3% |
| YTD | +9.5% | -72.0% | +81.5% | +11.5% |
| 1Y | +15.8% | -80.5% | +96.4% | +18.8% |
| 3Y | +157.0% | -92.6% | +249.6% | +167.2% |
| All | +157.0% | -92.2% | +249.2% | +167.2% |
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