+578.8%
RVMD vs LCID
-95.4%
+674.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | +1.0% | -6.6% | +7.6% | +1.9% |
| 30D | +6.4% | -30.1% | +36.6% | +11.7% |
| 3M | +34.9% | -17.6% | +52.5% | +35.0% |
| 6M | +107.6% | -54.4% | +162.0% | +125.8% |
| YTD | +163.7% | -55.7% | +219.4% | +185.6% |
| 1Y | +439.2% | -71.0% | +510.2% | +515.1% |
| 3Y | +499.2% | -92.6% | +591.8% | +678.2% |
| 5Y | +621.7% | -97.6% | +719.3% | +977.8% |
| All | +578.8% | -95.4% | +674.2% | +1,024.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling