+181.8%
DKS vs LCID
-95.4%
+277.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.6% |
| 7D | +3.0% | -6.6% | +9.6% | +3.6% |
| 30D | -30.5% | -30.1% | -0.4% | -28.3% |
| 3M | -35.7% | -17.6% | -18.1% | -35.6% |
| 6M | -29.7% | -54.4% | +24.7% | -25.9% |
| YTD | -28.9% | -55.7% | +26.9% | -25.1% |
| 1Y | -35.9% | -71.0% | +35.2% | -29.8% |
| 3Y | +28.2% | -92.6% | +120.8% | +52.2% |
| 5Y | +11.8% | -97.6% | +109.4% | +43.3% |
| All | +181.8% | -95.4% | +277.2% | +261.2% |
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