+111.4%
DIA vs LCID
-95.5%
+206.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.1% |
| 7D | +0.1% | +1.8% | -1.7% | 0.0% |
| 30D | -2.1% | -34.2% | +32.2% | -0.3% |
| 3M | +4.2% | -9.1% | +13.3% | +3.8% |
| 6M | +11.9% | -52.6% | +64.5% | +14.6% |
| YTD | +10.8% | -56.2% | +67.0% | +13.6% |
| 1Y | +17.5% | -74.9% | +92.4% | +23.3% |
| 3Y | +59.9% | -92.1% | +152.0% | +71.9% |
| 5Y | +64.1% | -97.6% | +161.7% | +82.2% |
| All | +111.4% | -95.5% | +206.8% | +139.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling