+47.8%
IJH vs LCID
-97.9%
+145.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | -2.5% | -9.1% | +6.6% | -1.6% |
| 30D | -5.0% | -37.6% | +32.6% | -0.8% |
| 3M | +0.5% | -11.1% | +11.6% | -0.1% |
| 6M | +8.2% | -59.2% | +67.4% | +15.6% |
| YTD | +12.5% | -60.5% | +72.9% | +19.9% |
| 1Y | +14.4% | -78.5% | +92.9% | +29.2% |
| 3Y | +49.5% | -92.8% | +142.3% | +79.3% |
| 5Y | +47.8% | -97.9% | +145.7% | +97.3% |
| All | +47.8% | -97.9% | +145.7% | +97.3% |
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