+113.8%
DIA vs LCID
-95.4%
+209.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.6% |
| 7D | -0.2% | -6.6% | +6.4% | +0.1% |
| 30D | -1.5% | -30.1% | +28.6% | 0.0% |
| 3M | +3.8% | -17.6% | +21.4% | +3.8% |
| 6M | +10.3% | -54.4% | +64.7% | +13.1% |
| YTD | +12.1% | -55.7% | +67.8% | +14.9% |
| 1Y | +18.6% | -71.0% | +89.7% | +23.6% |
| 3Y | +60.6% | -92.6% | +153.3% | +73.2% |
| 5Y | +64.4% | -97.6% | +162.0% | +82.5% |
| All | +113.8% | -95.4% | +209.2% | +142.2% |
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 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