+133.9%
DGX vs LCID
-95.4%
+229.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.0% |
| 7D | -2.3% | -6.6% | +4.3% | -2.2% |
| 30D | +0.6% | -30.1% | +30.7% | +1.1% |
| 3M | +21.4% | -17.6% | +39.0% | +21.5% |
| 6M | +14.7% | -54.4% | +69.2% | +15.9% |
| YTD | +38.4% | -55.7% | +94.2% | +39.7% |
| 1Y | +34.0% | -71.0% | +105.0% | +36.1% |
| 3Y | +92.7% | -92.6% | +185.3% | +98.3% |
| 5Y | +67.7% | -97.6% | +165.3% | +76.2% |
| All | +133.9% | -95.4% | +229.3% | +141.6% |
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