+75.7%
IGV vs LCID
-95.4%
+171.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -4.0% | -2.4% |
| 7D | -4.5% | -6.6% | +2.1% | -3.9% |
| 30D | +3.2% | -30.1% | +33.4% | +6.9% |
| 3M | +4.5% | -17.6% | +22.1% | +4.8% |
| 6M | +22.1% | -54.4% | +76.5% | +29.6% |
| YTD | -1.0% | -55.7% | +54.7% | +4.9% |
| 1Y | -2.1% | -71.0% | +68.9% | +7.8% |
| 3Y | +44.6% | -92.6% | +137.2% | +73.9% |
| 5Y | +22.2% | -97.6% | +119.8% | +61.5% |
| All | +75.7% | -95.4% | +171.2% | +140.2% |
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 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