+84.8%
DOV vs LCID
-95.4%
+180.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | -2.7% | -6.6% | +3.9% | -2.2% |
| 30D | -8.1% | -30.1% | +22.1% | -6.0% |
| 3M | -9.4% | -17.6% | +8.2% | -9.3% |
| 6M | -12.6% | -54.4% | +41.8% | -9.1% |
| YTD | -0.5% | -55.7% | +55.2% | +3.4% |
| 1Y | +9.2% | -71.0% | +80.3% | +16.4% |
| 3Y | +34.1% | -92.6% | +126.8% | +51.0% |
| 5Y | +17.3% | -97.6% | +114.9% | +37.8% |
| All | +84.8% | -95.4% | +180.2% | +121.9% |
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