+12.7%
IGV vs LCID
-41.0%
+53.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.5% | +2.2% |
| 7D | -1.3% | +8.9% | -10.2% | -2.3% |
| 30D | -8.1% | +6.8% | -15.0% | -9.0% |
| 3M | -1.6% | -45.2% | +43.6% | +2.3% |
| 6M | +12.7% | -39.1% | +51.9% | +17.4% |
| All | +12.7% | -41.0% | +53.7% | +17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling