-77.6%
IOVA vs LCID
-96.4%
+18.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.7% |
| 7D | -7.0% | +8.9% | -15.9% | -8.9% |
| 30D | -44.4% | +6.8% | -51.3% | -45.1% |
| 3M | +24.7% | -45.2% | +69.9% | +42.5% |
| 6M | +118.6% | -39.1% | +157.8% | +138.2% |
| YTD | +196.3% | -65.3% | +261.6% | +258.4% |
| 1Y | +205.3% | -78.4% | +283.7% | +307.9% |
| 3Y | +103.8% | -90.3% | +194.1% | +192.8% |
| 5Y | -65.6% | -99.2% | +33.6% | -29.6% |
| All | -77.6% | -96.4% | +18.8% | -59.9% |
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