+237.5%
DE vs LCID
-95.4%
+332.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.2% |
| 7D | +10.0% | -6.6% | +16.6% | +10.4% |
| 30D | +13.3% | -30.1% | +43.5% | +15.5% |
| 3M | +17.5% | -17.6% | +35.1% | +17.7% |
| 6M | +13.6% | -54.4% | +68.0% | +17.4% |
| YTD | +49.8% | -55.7% | +105.5% | +54.7% |
| 1Y | +47.9% | -71.0% | +118.9% | +55.8% |
| 3Y | +72.5% | -92.6% | +165.2% | +90.4% |
| 5Y | +90.2% | -97.6% | +187.8% | +113.7% |
| All | +237.5% | -95.4% | +332.9% | +255.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling