+16.7%
DHR vs LCID
-95.4%
+112.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.7% |
| 7D | -3.9% | -6.6% | +2.7% | -3.5% |
| 30D | +4.0% | -30.1% | +34.2% | +6.2% |
| 3M | +11.5% | -17.6% | +29.1% | +11.5% |
| 6M | +1.9% | -54.4% | +56.3% | +5.6% |
| YTD | -8.9% | -55.7% | +46.8% | -5.7% |
| 1Y | +5.1% | -71.0% | +76.1% | +11.4% |
| 3Y | -10.3% | -92.6% | +82.4% | +0.1% |
| 5Y | -27.8% | -97.6% | +69.8% | -16.5% |
| All | +16.7% | -95.4% | +112.2% | +35.7% |
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