-7.4%
DPZ vs LCID
-95.4%
+88.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -1.8% |
| 7D | -2.5% | -6.6% | +4.0% | -2.2% |
| 30D | -7.0% | -30.1% | +23.2% | -5.1% |
| 3M | +11.6% | -17.6% | +29.2% | +11.7% |
| 6M | -15.2% | -54.4% | +39.3% | -12.3% |
| YTD | -17.2% | -55.7% | +38.5% | -14.5% |
| 1Y | -24.8% | -71.0% | +46.2% | -20.7% |
| 3Y | -8.7% | -92.6% | +84.0% | +1.1% |
| 5Y | -28.9% | -97.6% | +68.7% | -17.9% |
| All | -7.4% | -95.4% | +88.0% | +1.8% |
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 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