+6.1%
DHR vs LCID
-82.0%
+88.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.6% | +0.9% |
| 7D | +1.2% | -10.2% | +11.4% | +1.8% |
| 30D | +3.7% | -10.2% | +13.9% | +4.1% |
| 3M | +14.5% | -54.1% | +68.6% | +18.3% |
| 6M | +40.9% | -53.8% | +94.7% | +44.2% |
| YTD | +2.4% | -72.0% | +74.4% | +9.9% |
| 1Y | +6.1% | -80.5% | +86.6% | +19.6% |
| All | +6.1% | -82.0% | +88.1% | +19.6% |
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 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