+29.8%
DLTR vs LCID
-97.8%
+127.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -7.8% | +3.2% | -3.8% |
| 7D | -10.2% | -9.3% | -0.9% | -9.4% |
| 30D | -8.5% | -35.4% | +26.9% | -4.9% |
| 3M | +5.6% | -17.1% | +22.7% | +5.7% |
| 6M | +2.2% | -58.9% | +61.1% | +8.8% |
| YTD | -3.8% | -59.6% | +55.8% | +2.0% |
| 1Y | +22.9% | -78.0% | +100.9% | +37.7% |
| 3Y | +2.0% | -92.7% | +94.7% | +21.0% |
| 5Y | +29.8% | -97.8% | +127.7% | +55.6% |
| All | +29.8% | -97.8% | +127.6% | +55.6% |
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