+49.3%
DLTR vs LCID
-95.4%
+144.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | +2.5% | -6.6% | +9.1% | +2.9% |
| 30D | +2.1% | -30.1% | +32.2% | +4.6% |
| 3M | +20.3% | -17.6% | +37.9% | +20.5% |
| 6M | +11.5% | -54.4% | +65.9% | +16.1% |
| YTD | +6.8% | -55.7% | +62.6% | +11.1% |
| 1Y | +31.1% | -71.0% | +102.1% | +40.1% |
| 3Y | +10.7% | -92.6% | +103.3% | +25.4% |
| 5Y | +41.6% | -97.6% | +139.2% | +69.1% |
| All | +49.3% | -95.4% | +144.7% | +87.4% |
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