+7.5%
INDA vs LCID
-97.7%
+105.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -1.6% |
| 7D | -1.0% | +1.8% | -2.7% | -1.1% |
| 30D | -2.5% | -34.2% | +31.7% | -1.0% |
| 3M | +4.0% | -9.1% | +13.1% | +3.7% |
| 6M | -1.8% | -52.6% | +50.8% | +0.2% |
| YTD | -9.2% | -56.2% | +47.0% | -7.2% |
| 1Y | -7.2% | -74.9% | +67.7% | -3.3% |
| 3Y | +9.8% | -92.1% | +101.9% | +17.5% |
| 5Y | +7.5% | -97.6% | +105.1% | +23.4% |
| All | +7.5% | -97.7% | +105.2% | +23.4% |
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 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