+119.6%
IJH vs LCID
-95.5%
+215.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.6% |
| 7D | +1.0% | +1.8% | -0.7% | +0.9% |
| 30D | -3.1% | -34.2% | +31.1% | 0.0% |
| 3M | +1.9% | -9.1% | +11.1% | +1.3% |
| 6M | +11.0% | -52.6% | +63.6% | +15.7% |
| YTD | +14.7% | -56.2% | +70.9% | +20.0% |
| 1Y | +15.6% | -74.9% | +90.5% | +25.9% |
| 3Y | +52.5% | -92.1% | +144.6% | +74.2% |
| 5Y | +49.1% | -97.6% | +146.6% | +80.4% |
| All | +119.6% | -95.5% | +215.1% | +168.9% |
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