+676.5%
IBKR vs LCID
-95.8%
+772.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.8% | +7.0% | -0.2% |
| 7D | +1.3% | -9.3% | +10.6% | +2.0% |
| 30D | -0.3% | -35.4% | +35.1% | +2.7% |
| 3M | +4.7% | -17.1% | +21.8% | +4.7% |
| 6M | +34.0% | -58.9% | +93.0% | +40.7% |
| YTD | +40.8% | -59.6% | +100.4% | +47.7% |
| 1Y | +45.7% | -78.0% | +123.7% | +58.4% |
| 3Y | +288.4% | -92.7% | +381.0% | +336.6% |
| 5Y | +487.2% | -97.8% | +585.0% | +596.2% |
| All | +676.5% | -95.8% | +772.3% | +858.8% |
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