-92.6%
LCID vs DOC
+20.8%
-113.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.8% |
| 7D | -6.6% | -1.5% | -5.1% | -5.8% |
| 30D | -30.1% | -4.8% | -25.4% | -28.3% |
| 3M | -17.6% | +6.9% | -24.5% | -20.7% |
| 6M | -54.4% | +20.7% | -75.2% | -59.8% |
| YTD | -55.7% | +34.1% | -89.9% | -64.2% |
| 1Y | -71.0% | +22.6% | -93.7% | -75.0% |
| All | -92.6% | +20.8% | -113.3% | -93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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