+101.1%
DOV vs LCID
-97.1%
+198.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.8% |
| 7D | +3.0% | -10.2% | +13.2% | +3.6% |
| 30D | +8.6% | -10.2% | +18.8% | +9.0% |
| 3M | +1.9% | -54.1% | +56.0% | +6.6% |
| 6M | -1.7% | -53.8% | +52.1% | +1.7% |
| YTD | +8.3% | -72.0% | +80.4% | +15.4% |
| 1Y | +16.6% | -80.5% | +97.1% | +27.2% |
| 3Y | +65.1% | -92.6% | +157.7% | +86.0% |
| 5Y | +29.2% | -99.3% | +128.5% | +55.8% |
| All | +101.1% | -97.1% | +198.2% | +147.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling