+200.4%
IOVA vs LCID
-80.6%
+281.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -11.3% | +5.6% | -1.8% |
| 7D | -1.4% | +9.2% | -10.6% | -4.8% |
| 30D | -47.4% | -3.0% | -44.4% | -46.5% |
| 3M | +13.2% | -50.2% | +63.4% | +39.4% |
| 6M | +114.3% | -45.8% | +160.2% | +145.7% |
| YTD | +179.5% | -69.2% | +248.7% | +262.4% |
| 1Y | +200.4% | -80.4% | +280.8% | +366.3% |
| All | +200.4% | -80.6% | +281.0% | +366.3% |
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 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