+26.4%
DLTR vs LCID
-99.2%
+125.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +1.7% |
| 7D | -2.8% | +8.9% | -11.7% | -3.7% |
| 30D | +21.5% | +6.8% | +14.7% | +20.4% |
| 3M | +11.6% | -45.2% | +56.8% | +17.1% |
| 6M | +58.7% | -39.1% | +97.9% | +62.6% |
| YTD | +16.2% | -65.3% | +81.4% | +24.2% |
| 1Y | +34.8% | -78.4% | +113.2% | +50.4% |
| 3Y | +25.3% | -90.3% | +115.6% | +43.0% |
| All | +26.4% | -99.2% | +125.5% | +76.9% |
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