+102.9%
DAL vs LCID
-99.2%
+202.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.4% | -8.2% | +0.7% |
| 7D | +8.8% | +8.9% | -0.1% | +7.4% |
| 30D | +5.4% | -15.4% | +20.8% | +7.4% |
| 3M | -4.9% | -52.9% | +47.9% | +4.4% |
| 6M | +19.8% | -46.8% | +66.7% | +26.9% |
| YTD | +27.0% | -68.9% | +95.9% | +43.2% |
| 1Y | +52.5% | -81.7% | +134.1% | +83.4% |
| 3Y | +173.8% | -92.4% | +266.2% | +244.4% |
| All | +102.9% | -99.2% | +202.1% | +212.9% |
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 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