-22.5%
DIS vs LCID
-99.3%
+76.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +1.6% |
| 7D | +1.9% | -10.2% | +12.1% | +2.9% |
| 30D | +9.2% | -10.2% | +19.3% | +9.8% |
| 3M | +13.5% | -54.1% | +67.6% | +22.4% |
| 6M | +14.3% | -53.8% | +68.0% | +20.7% |
| YTD | +5.4% | -72.0% | +77.4% | +17.0% |
| 1Y | +12.2% | -80.5% | +92.7% | +29.5% |
| 3Y | +37.2% | -92.6% | +129.7% | +66.3% |
| All | -22.5% | -99.3% | +76.8% | +17.0% |
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