+557.2%
RVMD vs LCID
-95.9%
+653.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.8% |
| 7D | -3.6% | -9.1% | +5.6% | -2.3% |
| 30D | -1.1% | -37.6% | +36.5% | +5.5% |
| 3M | +41.0% | -11.1% | +52.1% | +39.3% |
| 6M | +105.7% | -59.2% | +164.9% | +127.3% |
| YTD | +155.3% | -60.5% | +215.8% | +180.9% |
| 1Y | +402.7% | -78.5% | +481.2% | +499.3% |
| 3Y | +533.1% | -92.8% | +625.9% | +722.9% |
| 5Y | +583.5% | -97.9% | +681.4% | +938.3% |
| All | +557.2% | -95.9% | +653.2% | +1,006.3% |
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 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