+62.8%
DOCS vs LCID
-92.8%
+155.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.6% | -5.2% | +5.2% |
| 7D | +1.2% | -1.2% | +2.4% | +1.3% |
| 30D | +21.3% | -19.2% | +40.5% | +23.5% |
| 3M | +58.4% | -56.7% | +115.1% | +70.1% |
| 6M | +39.3% | -49.6% | +88.9% | +45.8% |
| YTD | -21.7% | -68.1% | +46.4% | -15.3% |
| 1Y | -47.3% | -79.4% | +32.1% | -40.4% |
| All | +62.8% | -92.8% | +155.6% | +106.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling