+265.5%
IOVA vs LCID
-74.3%
+339.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.7% |
| 7D | +5.1% | +1.8% | +3.3% | +4.5% |
| 30D | +37.2% | -34.2% | +71.5% | +55.9% |
| 3M | +117.5% | -9.1% | +126.6% | +113.3% |
| 6M | +69.6% | -52.6% | +122.2% | +104.6% |
| YTD | +218.7% | -56.2% | +274.9% | +283.5% |
| 1Y | +265.5% | -74.9% | +340.4% | +450.2% |
| All | +265.5% | -74.3% | +339.8% | +450.2% |
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