+10.6%
IOT vs LCID
-79.4%
+89.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.6% | -7.5% | +2.4% |
| 7D | -0.5% | -1.2% | +0.7% | -0.4% |
| 30D | +1.0% | -19.2% | +20.2% | +3.6% |
| 3M | +10.9% | -56.7% | +67.6% | +23.1% |
| 6M | +39.9% | -49.6% | +89.5% | +50.5% |
| YTD | +20.8% | -68.1% | +88.9% | +37.7% |
| 1Y | +10.6% | -79.4% | +90.0% | +42.2% |
| All | +10.6% | -79.4% | +89.9% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling