-48.1%
DOCS vs LCID
-82.0%
+33.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -11.6% | +7.3% | -3.0% |
| 7D | -1.3% | -6.9% | +5.5% | -0.6% |
| 30D | +19.4% | -28.4% | +47.8% | +22.8% |
| 3M | +53.4% | -55.5% | +108.9% | +63.8% |
| 6M | +28.8% | -52.3% | +81.1% | +35.0% |
| YTD | -25.1% | -71.8% | +46.7% | -18.4% |
| 1Y | -48.1% | -82.7% | +34.6% | -31.3% |
| All | -48.1% | -82.0% | +33.9% | -31.3% |
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