-68.5%
DOCU vs LCID
-99.1%
+30.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.7% | +5.9% | +3.8% |
| 7D | -0.4% | +8.9% | -9.3% | -2.8% |
| 30D | +12.9% | +6.8% | +6.1% | +10.3% |
| 3M | +35.1% | -45.2% | +80.3% | +52.2% |
| 6M | +76.2% | -39.1% | +115.3% | +86.9% |
| YTD | +17.2% | -65.3% | +82.5% | +38.7% |
| 1Y | +16.4% | -78.4% | +94.8% | +54.1% |
| 3Y | +95.6% | -90.3% | +185.9% | +168.8% |
| 5Y | -68.5% | -99.2% | +30.7% | -9.7% |
| All | -68.5% | -99.1% | +30.6% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling