+132.6%
RTX vs LCID
-99.2%
+231.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.4% | -11.6% | -1.6% |
| 7D | -5.1% | +8.9% | -14.1% | -5.5% |
| 30D | +5.1% | -15.4% | +20.6% | +5.6% |
| 3M | -14.8% | -52.9% | +38.0% | -12.8% |
| 6M | +8.0% | -46.8% | +54.9% | +9.3% |
| YTD | +4.5% | -68.9% | +73.3% | +7.5% |
| 1Y | +9.8% | -81.7% | +91.5% | +15.2% |
| 3Y | +144.2% | -92.4% | +236.6% | +159.0% |
| All | +132.6% | -99.2% | +231.9% | +161.7% |
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