+100.2%
DAL vs LCID
-99.2%
+199.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -11.6% | +7.2% | -2.8% |
| 7D | +4.6% | -6.9% | +11.4% | +5.5% |
| 30D | +2.3% | -28.4% | +30.7% | +6.7% |
| 3M | -8.1% | -55.5% | +47.4% | +1.8% |
| 6M | +21.4% | -52.3% | +73.7% | +30.6% |
| YTD | +24.3% | -71.8% | +96.1% | +42.1% |
| 1Y | +47.4% | -82.7% | +130.1% | +78.8% |
| 3Y | +164.6% | -93.5% | +258.2% | +240.8% |
| 5Y | +100.2% | -99.3% | +199.5% | +215.1% |
| All | +100.2% | -99.2% | +199.4% | +215.1% |
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