+22.0%
IGV vs LCID
-97.7%
+119.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.7% |
| 7D | -3.3% | +1.8% | -5.1% | -3.6% |
| 30D | 0.0% | -34.2% | +34.2% | +5.0% |
| 3M | +7.3% | -9.1% | +16.5% | +6.3% |
| 6M | +16.7% | -52.6% | +69.3% | +24.7% |
| YTD | -2.8% | -56.2% | +53.3% | +4.2% |
| 1Y | -6.7% | -74.9% | +68.2% | +6.8% |
| 3Y | +41.1% | -92.1% | +133.2% | +75.8% |
| 5Y | +22.0% | -97.6% | +119.5% | +86.3% |
| All | +22.0% | -97.7% | +119.7% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling