+45.5%
DE vs LCID
-77.9%
+123.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | -0.2% |
| 7D | -3.0% | -9.3% | +6.3% | -2.6% |
| 30D | +11.1% | -35.4% | +46.6% | +13.5% |
| 3M | +17.6% | -17.1% | +34.7% | +18.1% |
| 6M | +13.6% | -58.9% | +72.5% | +19.2% |
| YTD | +46.3% | -59.6% | +105.9% | +52.5% |
| All | +45.5% | -77.9% | +123.4% | +53.3% |
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