+20.0%
DLTR vs LCID
-78.4%
+98.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.4% |
| 7D | -9.4% | -9.1% | -0.3% | -8.8% |
| 30D | -7.3% | -37.6% | +30.3% | -4.2% |
| 3M | +7.6% | -11.1% | +18.6% | +6.4% |
| 6M | +1.6% | -59.2% | +60.8% | +6.2% |
| YTD | -3.5% | -60.5% | +56.9% | +0.8% |
| 1Y | +20.0% | -78.5% | +98.5% | +32.3% |
| All | +20.0% | -78.4% | +98.4% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling