+55.4%
IOT vs LCID
-98.9%
+154.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.4% |
| 7D | -4.5% | -9.8% | +5.3% | -2.0% |
| 30D | -2.4% | -35.5% | +33.0% | +8.5% |
| 3M | +19.0% | -18.4% | +37.3% | +19.9% |
| 6M | +19.6% | -60.5% | +80.1% | +44.1% |
| YTD | +8.3% | -60.1% | +68.3% | +27.9% |
| 1Y | -0.8% | -78.8% | +78.0% | +38.7% |
| 3Y | +24.4% | -92.8% | +117.2% | +108.7% |
| All | +55.4% | -98.9% | +154.3% | +464.0% |
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