+95.5%
DUK vs LCID
-96.8%
+192.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.3% | +11.2% | -0.2% |
| 7D | -1.1% | +9.2% | -10.4% | -1.1% |
| 30D | +8.8% | -3.0% | +11.8% | +8.8% |
| 3M | +5.0% | -50.2% | +55.3% | +4.8% |
| 6M | +4.6% | -45.8% | +50.5% | +4.5% |
| YTD | +12.6% | -69.2% | +81.8% | +12.4% |
| 1Y | +7.4% | -80.4% | +87.8% | +7.2% |
| 3Y | +63.1% | -91.4% | +154.5% | +62.7% |
| 5Y | +54.6% | -99.3% | +153.8% | +53.0% |
| All | +95.5% | -96.8% | +192.3% | +98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling