+95.3%
DOCU vs LCID
-93.7%
+189.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -11.6% | +9.6% | -0.5% |
| 7D | -3.2% | -6.9% | +3.7% | -2.5% |
| 30D | +15.7% | -28.4% | +44.0% | +20.2% |
| 3M | +37.3% | -55.5% | +92.8% | +51.0% |
| 6M | +63.1% | -52.3% | +115.4% | +74.7% |
| YTD | +15.4% | -71.8% | +87.2% | +30.4% |
| 1Y | +11.3% | -82.7% | +94.0% | +33.2% |
| All | +95.3% | -93.7% | +189.0% | +132.6% |
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