+43.3%
DIS vs LCID
-93.0%
+136.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -1.2% |
| 7D | +5.2% | +8.9% | -3.7% | +4.4% |
| 30D | +11.5% | -15.4% | +26.9% | +12.5% |
| 3M | +11.5% | -52.9% | +64.4% | +17.5% |
| 6M | +8.9% | -46.8% | +55.7% | +12.0% |
| YTD | +3.4% | -68.9% | +72.3% | +10.8% |
| 1Y | +7.2% | -81.7% | +88.9% | +19.7% |
| 3Y | +43.3% | -92.4% | +135.7% | +66.5% |
| All | +43.3% | -93.0% | +136.3% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling