-23.9%
DIS vs LCID
-99.1%
+75.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.0% | +0.7% |
| 7D | +0.6% | +8.9% | -8.3% | -0.5% |
| 30D | +10.3% | +6.8% | +3.4% | +9.1% |
| 3M | +15.6% | -45.2% | +60.8% | +22.4% |
| 6M | +15.1% | -39.1% | +54.3% | +18.1% |
| YTD | +6.0% | -65.3% | +71.3% | +15.1% |
| 1Y | +5.7% | -78.4% | +84.1% | +21.0% |
| 3Y | +39.8% | -90.3% | +130.1% | +64.7% |
| 5Y | -23.9% | -99.2% | +75.3% | +12.6% |
| All | -23.9% | -99.1% | +75.3% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling