+55.6%
IOT vs LCID
-98.9%
+154.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | 0.0% |
| 7D | -0.8% | -9.1% | +8.3% | +1.6% |
| 30D | -4.7% | -37.6% | +32.9% | +6.9% |
| 3M | +17.8% | -11.1% | +28.8% | +15.7% |
| 6M | +16.8% | -59.2% | +76.0% | +39.4% |
| YTD | +8.4% | -60.5% | +68.9% | +28.5% |
| 1Y | -0.8% | -78.5% | +77.7% | +38.1% |
| 3Y | +25.7% | -92.8% | +118.6% | +111.4% |
| All | +55.6% | -98.9% | +154.6% | +466.3% |
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