+464.0%
RVMD vs LCID
-99.1%
+563.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.7% | -3.7% | -5.9% |
| 7D | -9.5% | +8.9% | -18.4% | -10.8% |
| 30D | -6.8% | +6.8% | -13.7% | -8.1% |
| 3M | -12.1% | -45.2% | +33.1% | -3.7% |
| 6M | +25.4% | -39.1% | +64.5% | +31.0% |
| YTD | +126.9% | -65.3% | +192.1% | +157.9% |
| 1Y | +182.0% | -78.4% | +260.4% | +246.4% |
| 3Y | +816.8% | -90.3% | +907.1% | +1,062.9% |
| 5Y | +464.0% | -99.2% | +563.2% | +1,076.4% |
| All | +464.0% | -99.1% | +563.1% | +1,076.4% |
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