+36.6%
DRI vs LCID
-79.5%
+116.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.4% | -7.9% | +1.3% |
| 7D | +3.1% | +20.0% | -16.9% | +2.6% |
| 30D | +16.2% | -5.0% | +21.3% | +16.1% |
| 3M | +8.4% | -48.9% | +57.2% | +9.4% |
| 6M | +19.0% | -43.2% | +62.2% | +19.4% |
| YTD | +28.8% | -65.9% | +94.8% | +33.1% |
| All | +36.6% | -79.5% | +116.1% | +51.4% |
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