-9.5%
DHR vs LCID
-99.1%
+89.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.7% | -4.3% | 0.0% |
| 7D | +2.6% | +24.8% | -22.2% | +0.7% |
| 30D | +7.4% | -0.5% | +7.9% | +7.1% |
| 3M | +13.0% | -43.0% | +55.9% | +17.5% |
| 6M | +38.5% | -40.5% | +79.0% | +41.3% |
| YTD | +3.8% | -64.3% | +68.1% | +10.0% |
| 1Y | +12.6% | -78.1% | +90.7% | +24.3% |
| 3Y | +22.0% | -90.1% | +112.1% | +37.2% |
| 5Y | -9.5% | -99.1% | +89.5% | +19.2% |
| All | -9.5% | -99.1% | +89.6% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling