+57.8%
IBB vs LCID
-95.4%
+153.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | +1.4% | -6.6% | +8.0% | +2.0% |
| 30D | +10.5% | -30.1% | +40.6% | +13.7% |
| 3M | +23.6% | -17.6% | +41.2% | +23.9% |
| 6M | +22.6% | -54.4% | +77.1% | +28.8% |
| YTD | +25.7% | -55.7% | +81.4% | +31.7% |
| 1Y | +51.4% | -71.0% | +122.4% | +63.7% |
| 3Y | +64.4% | -92.6% | +157.0% | +90.6% |
| 5Y | +22.1% | -97.6% | +119.8% | +50.7% |
| All | +57.8% | -95.4% | +153.3% | +93.7% |
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