+33.9%
DRI vs LCID
-80.6%
+114.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.3% | +10.9% | -0.1% |
| 7D | -0.3% | +9.2% | -9.6% | -0.6% |
| 30D | +10.8% | -3.0% | +13.8% | +10.7% |
| 3M | +0.9% | -50.2% | +51.1% | +2.0% |
| 6M | +16.3% | -45.8% | +62.2% | +16.7% |
| YTD | +27.8% | -69.2% | +97.0% | +32.4% |
| 1Y | +33.9% | -80.4% | +114.2% | +48.5% |
| All | +33.9% | -80.6% | +114.4% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling