+81.4%
DUK vs LCID
-95.9%
+177.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | -1.7% | -9.1% | +7.5% | -1.7% |
| 30D | -2.2% | -37.6% | +35.4% | -2.4% |
| 3M | -3.7% | -11.1% | +7.4% | -3.7% |
| 6M | -6.3% | -59.2% | +52.8% | -6.4% |
| YTD | +4.5% | -60.5% | +65.0% | +4.4% |
| 1Y | +1.8% | -78.5% | +80.3% | +1.7% |
| 3Y | +46.8% | -92.8% | +139.7% | +46.8% |
| 5Y | +40.2% | -97.9% | +138.1% | +40.4% |
| All | +81.4% | -95.9% | +177.4% | +84.1% |
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 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