+147.4%
RTX vs LCID
-99.3%
+246.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.3% | +0.4% |
| 7D | +4.8% | -10.2% | +15.0% | +5.1% |
| 30D | +6.5% | -10.2% | +16.7% | +6.7% |
| 3M | -9.6% | -54.1% | +44.5% | -7.4% |
| 6M | +12.3% | -53.8% | +66.1% | +14.2% |
| YTD | +9.5% | -72.0% | +81.5% | +13.1% |
| 1Y | +15.8% | -80.5% | +96.4% | +21.2% |
| 3Y | +157.0% | -92.6% | +249.6% | +172.6% |
| All | +147.4% | -99.3% | +246.8% | +180.2% |
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 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