+29.6%
IBB vs LCID
-80.6%
+110.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -11.3% | +9.1% | -1.0% |
| 7D | +1.6% | +9.2% | -7.6% | +0.6% |
| 30D | +6.7% | -3.0% | +9.7% | +6.6% |
| 3M | +6.3% | -50.2% | +56.6% | +12.4% |
| 6M | +23.9% | -45.8% | +69.7% | +27.9% |
| YTD | +26.6% | -69.2% | +95.8% | +37.9% |
| 1Y | +29.6% | -80.4% | +110.0% | +50.6% |
| All | +29.6% | -80.6% | +110.2% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling