-96.6%
LCID vs DOC
+1.4%
-98.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.1% | +8.5% | +9.8% |
| 7D | -1.2% | +8.7% | -9.9% | -5.8% |
| 30D | -19.2% | +7.6% | -26.8% | -22.4% |
| 3M | -56.7% | -5.3% | -51.4% | -55.5% |
| 6M | -49.6% | +27.6% | -77.2% | -57.1% |
| YTD | -68.1% | +32.4% | -100.5% | -73.7% |
| 1Y | -79.4% | +22.9% | -102.3% | -82.2% |
| 3Y | -92.7% | +43.1% | -135.8% | -94.3% |
| 5Y | -99.1% | -21.4% | -77.7% | -99.1% |
| All | -96.6% | +1.4% | -98.0% | -96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling