+6.1%
TROW vs LCID
-78.4%
+84.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | -3.0% | -9.1% | +6.1% | -2.1% |
| 30D | -5.5% | -37.6% | +32.2% | -0.8% |
| 3M | +2.3% | -11.1% | +13.3% | +1.4% |
| 6M | +23.9% | -59.2% | +83.1% | +36.3% |
| YTD | +7.9% | -60.5% | +68.3% | +18.6% |
| 1Y | +6.1% | -78.5% | +84.6% | +26.6% |
| All | +6.1% | -78.4% | +84.5% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling