+45.7%
DUK vs LCID
-92.9%
+138.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | +0.1% |
| 7D | -0.7% | -9.8% | +9.2% | -0.8% |
| 30D | -2.4% | -35.5% | +33.0% | -3.0% |
| 3M | -3.0% | -18.4% | +15.4% | -3.1% |
| 6M | -6.6% | -60.5% | +53.9% | -7.0% |
| YTD | +4.6% | -60.1% | +64.6% | +4.1% |
| 1Y | +1.2% | -78.8% | +80.0% | +0.5% |
| 3Y | +45.7% | -92.8% | +138.4% | +48.7% |
| All | +45.7% | -92.9% | +138.5% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling