+30.7%
DHR vs LCID
-96.8%
+127.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -11.3% | +10.0% | -0.6% |
| 7D | +2.6% | +9.2% | -6.7% | +1.9% |
| 30D | +4.2% | -3.0% | +7.2% | +4.1% |
| 3M | +13.0% | -50.2% | +63.2% | +17.5% |
| 6M | +40.2% | -45.8% | +86.0% | +43.2% |
| YTD | +2.0% | -69.2% | +71.2% | +7.6% |
| 1Y | +6.6% | -80.4% | +87.0% | +15.5% |
| 3Y | +19.9% | -91.4% | +111.4% | +32.3% |
| 5Y | -11.7% | -99.3% | +87.5% | +5.7% |
| All | +30.7% | -96.8% | +127.6% | +54.8% |
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