+34.0%
DGX vs LCID
-71.9%
+105.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.0% |
| 7D | -2.3% | -6.6% | +4.3% | -2.3% |
| 30D | +0.6% | -30.1% | +30.7% | +0.7% |
| 3M | +21.4% | -17.6% | +39.0% | +21.7% |
| 6M | +14.7% | -54.4% | +69.2% | +14.4% |
| YTD | +38.4% | -55.7% | +94.2% | +38.2% |
| 1Y | +34.0% | -71.0% | +105.0% | +29.3% |
| All | +34.0% | -71.9% | +105.9% | +29.3% |
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