-61.5%
DOCS vs LCID
-71.9%
+10.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -2.9% |
| 7D | -1.4% | -6.6% | +5.2% | -0.9% |
| 30D | +21.8% | -30.1% | +52.0% | +25.6% |
| 3M | +27.3% | -17.6% | +44.9% | +28.0% |
| 6M | -0.3% | -54.4% | +54.1% | +4.1% |
| YTD | -40.5% | -55.7% | +15.2% | -37.2% |
| 1Y | -61.5% | -71.0% | +9.5% | -52.8% |
| All | -61.5% | -71.9% | +10.4% | -52.8% |
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