-75.7%
IOVA vs LCID
-95.4%
+19.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.6% |
| 7D | +9.7% | -6.6% | +16.3% | +11.3% |
| 30D | +102.5% | -30.1% | +132.7% | +119.4% |
| 3M | +100.7% | -17.6% | +118.3% | +104.3% |
| 6M | +106.3% | -54.4% | +160.8% | +136.7% |
| YTD | +222.0% | -55.7% | +277.7% | +268.2% |
| 1Y | +299.5% | -71.0% | +370.6% | +400.3% |
| 3Y | +42.9% | -92.6% | +135.6% | +114.2% |
| 5Y | -65.0% | -97.6% | +32.6% | -40.4% |
| All | -75.7% | -95.4% | +19.7% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling