-93.1%
LCID vs DOC
+43.2%
-136.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -0.2% | -11.3% | -11.4% |
| 7D | -6.9% | +6.2% | -13.1% | -9.7% |
| 30D | -28.4% | +6.5% | -34.8% | -30.7% |
| 3M | -55.5% | -6.2% | -49.3% | -54.1% |
| 6M | -52.3% | +25.6% | -77.9% | -58.5% |
| YTD | -71.8% | +32.1% | -103.9% | -76.7% |
| 1Y | -82.7% | +20.3% | -103.0% | -84.7% |
| All | -93.1% | +43.2% | -136.3% | -94.6% |
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