-10.3%
DOCU vs LCID
-71.9%
+61.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.4% |
| 7D | +6.9% | -6.6% | +13.5% | +7.9% |
| 30D | +19.0% | -30.1% | +49.1% | +25.3% |
| 3M | +34.3% | -17.6% | +51.9% | +34.8% |
| 6M | +48.0% | -54.4% | +102.4% | +62.6% |
| YTD | 0.0% | -55.7% | +55.7% | +9.4% |
| 1Y | -10.3% | -71.0% | +60.8% | +0.8% |
| All | -10.3% | -71.9% | +61.6% | +0.8% |
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