-50.3%
DOCS vs LCID
-98.2%
+47.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.1% |
| 7D | -1.4% | -6.6% | +5.2% | -0.2% |
| 30D | +21.8% | -30.1% | +52.0% | +30.3% |
| 3M | +27.3% | -17.6% | +44.9% | +27.8% |
| 6M | -0.3% | -54.4% | +54.1% | +11.6% |
| YTD | -40.5% | -55.7% | +15.2% | -34.1% |
| 1Y | -61.5% | -71.0% | +9.5% | -53.6% |
| 3Y | +8.2% | -92.6% | +100.8% | +60.5% |
| 5Y | -73.4% | -97.6% | +24.2% | -47.5% |
| All | -50.3% | -98.2% | +47.9% | +5.1% |
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 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