+18.0%
IEFA vs LCID
-78.4%
+96.4%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | -1.6% | -9.8% | +8.3% | -1.0% |
| 30D | -1.5% | -35.5% | +34.0% | +1.0% |
| 3M | +3.4% | -18.4% | +21.8% | +3.3% |
| 6M | +9.5% | -60.5% | +70.0% | +16.2% |
| YTD | +13.0% | -60.1% | +73.1% | +19.4% |
| 1Y | +18.0% | -78.8% | +96.8% | +30.2% |
| All | +18.0% | -78.4% | +96.4% | +30.2% |
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