-48.1%
DOCS vs LCID
-81.4%
+33.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.4% | -12.4% | -3.1% |
| 7D | -0.8% | +8.9% | -9.7% | -1.7% |
| 30D | +17.4% | -15.4% | +32.8% | +18.7% |
| 3M | +57.4% | -52.9% | +110.2% | +66.9% |
| 6M | +26.5% | -46.8% | +73.4% | +31.3% |
| YTD | -26.6% | -68.9% | +42.3% | -20.7% |
| 1Y | -48.1% | -81.7% | +33.6% | -28.1% |
| All | -48.1% | -81.4% | +33.4% | -28.1% |
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