+299.5%
IOVA vs LCID
-71.9%
+371.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.5% |
| 7D | +9.7% | -6.6% | +16.3% | +12.1% |
| 30D | +102.5% | -30.1% | +132.7% | +127.8% |
| 3M | +100.7% | -17.6% | +118.3% | +103.0% |
| 6M | +106.3% | -54.4% | +160.8% | +156.8% |
| YTD | +222.0% | -55.7% | +277.7% | +293.2% |
| 1Y | +299.5% | -71.0% | +370.6% | +467.2% |
| All | +299.5% | -71.9% | +371.5% | +467.2% |
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