+82.7%
DUK vs LCID
-95.4%
+178.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | 0.0% | -6.6% | +6.6% | -0.1% |
| 30D | -1.7% | -30.1% | +28.5% | -1.8% |
| 3M | -0.4% | -17.6% | +17.2% | -0.4% |
| 6M | -7.2% | -54.4% | +47.2% | -7.3% |
| YTD | +5.3% | -55.7% | +61.0% | +5.2% |
| 1Y | +3.0% | -71.0% | +74.0% | +2.9% |
| 3Y | +53.1% | -92.6% | +145.7% | +53.2% |
| 5Y | +37.9% | -97.6% | +135.5% | +38.2% |
| All | +82.7% | -95.4% | +178.2% | +85.5% |
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