-15.6%
DIS vs LCID
-95.4%
+79.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -1.9% |
| 7D | -2.6% | -6.6% | +4.0% | -2.1% |
| 30D | +3.5% | -30.1% | +33.6% | +6.3% |
| 3M | +6.8% | -17.6% | +24.4% | +6.8% |
| 6M | +3.0% | -54.4% | +57.4% | +7.7% |
| YTD | -6.7% | -55.7% | +49.0% | -2.5% |
| 1Y | -10.1% | -71.0% | +61.0% | -3.2% |
| 3Y | +33.0% | -92.6% | +125.7% | +53.2% |
| 5Y | -40.0% | -97.6% | +57.6% | -27.0% |
| All | -15.6% | -95.4% | +79.9% | +4.2% |
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