+29.8%
DKS vs LCID
-99.1%
+128.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.2% | +1.0% |
| 7D | +9.4% | +24.8% | -15.4% | +6.2% |
| 30D | +9.8% | -0.5% | +10.3% | +9.3% |
| 3M | -29.3% | -43.0% | +13.7% | -24.7% |
| 6M | -32.6% | -40.5% | +8.0% | -30.2% |
| YTD | -22.6% | -64.3% | +41.8% | -15.1% |
| 1Y | -29.8% | -78.1% | +48.2% | -17.6% |
| 3Y | +43.2% | -90.1% | +133.3% | +75.8% |
| 5Y | +29.8% | -99.1% | +128.9% | +109.8% |
| All | +29.8% | -99.1% | +128.9% | +109.8% |
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