+123.9%
IAU vs LCID
-95.4%
+219.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.6% | -0.9% |
| 7D | -0.5% | -6.6% | +6.1% | -0.5% |
| 30D | +4.4% | -30.1% | +34.6% | +4.8% |
| 3M | -1.1% | -17.6% | +16.5% | -1.1% |
| 6M | -13.7% | -54.4% | +40.7% | -13.4% |
| YTD | +2.7% | -55.7% | +58.5% | +3.2% |
| 1Y | +24.6% | -71.0% | +95.7% | +25.3% |
| 3Y | +126.8% | -92.6% | +219.5% | +128.4% |
| 5Y | +139.5% | -97.6% | +237.1% | +142.1% |
| All | +123.9% | -95.4% | +219.4% | +126.3% |
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