+184.5%
DRI vs LCID
-95.5%
+279.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.8% |
| 7D | -1.2% | +1.8% | -3.0% | -1.3% |
| 30D | -0.4% | -34.2% | +33.8% | +1.8% |
| 3M | +9.5% | -9.1% | +18.6% | +8.9% |
| 6M | +6.5% | -52.6% | +59.1% | +9.6% |
| YTD | +18.4% | -56.2% | +74.6% | +22.2% |
| 1Y | +4.2% | -74.9% | +79.1% | +10.9% |
| 3Y | +57.1% | -92.1% | +149.2% | +73.5% |
| 5Y | +70.4% | -97.6% | +168.0% | +97.7% |
| All | +184.5% | -95.5% | +279.9% | +247.7% |
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 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