+52.7%
INDA vs LCID
-95.8%
+148.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | -0.6% |
| 7D | -2.6% | -9.3% | +6.7% | -2.3% |
| 30D | -2.9% | -35.4% | +32.5% | -1.6% |
| 3M | +2.4% | -17.1% | +19.5% | +2.5% |
| 6M | -2.6% | -58.9% | +56.3% | -0.5% |
| YTD | -10.0% | -59.6% | +49.6% | -8.1% |
| 1Y | -7.7% | -78.0% | +70.3% | -4.2% |
| 3Y | +8.9% | -92.7% | +101.6% | +14.9% |
| 5Y | +6.0% | -97.8% | +103.8% | +15.5% |
| All | +52.7% | -95.8% | +148.5% | +74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling