+188.9%
DAL vs LCID
-96.4%
+285.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.7% |
| 7D | +2.3% | +8.9% | -6.6% | +1.3% |
| 30D | +14.3% | +6.8% | +7.5% | +13.2% |
| 3M | +1.3% | -45.2% | +46.5% | +7.5% |
| 6M | +29.3% | -39.1% | +68.4% | +33.5% |
| YTD | +33.0% | -65.3% | +98.3% | +44.8% |
| 1Y | +59.8% | -78.4% | +138.2% | +82.2% |
| 3Y | +177.2% | -90.3% | +267.5% | +224.5% |
| 5Y | +118.4% | -99.2% | +217.5% | +197.6% |
| All | +188.9% | -96.4% | +285.3% | +326.0% |
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