-99.1%
LCID vs DOC
-22.8%
-76.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.1% | +8.5% | +9.5% |
| 7D | -1.2% | +8.7% | -9.9% | -6.7% |
| 30D | -19.2% | +7.6% | -26.8% | -23.1% |
| 3M | -56.7% | -5.3% | -51.4% | -55.2% |
| 6M | -49.6% | +27.6% | -77.2% | -58.6% |
| YTD | -68.1% | +32.4% | -100.5% | -74.9% |
| 1Y | -79.4% | +22.9% | -102.3% | -82.8% |
| 3Y | -92.7% | +43.1% | -135.8% | -94.8% |
| 5Y | -99.1% | -21.4% | -77.7% | -99.0% |
| All | -99.1% | -22.8% | -76.3% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling