+73.3%
DRI vs LCID
-97.6%
+170.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.6% |
| 7D | +0.6% | -6.6% | +7.2% | +1.0% |
| 30D | +3.8% | -30.1% | +34.0% | +6.2% |
| 3M | +13.0% | -17.6% | +30.6% | +13.0% |
| 6M | +8.3% | -54.4% | +62.7% | +12.6% |
| YTD | +20.6% | -55.7% | +76.3% | +25.2% |
| 1Y | +6.5% | -71.0% | +77.5% | +13.6% |
| 3Y | +53.7% | -92.6% | +146.4% | +76.0% |
| All | +73.3% | -97.6% | +170.9% | +118.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling