+2.3%
IP vs LCID
-79.4%
+81.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +11.6% | -10.1% | +0.4% |
| 7D | +3.4% | -1.2% | +4.6% | +3.4% |
| 30D | +11.2% | -19.2% | +30.4% | +13.3% |
| 3M | -14.8% | -56.7% | +41.9% | -8.4% |
| 6M | +17.3% | -49.6% | +66.9% | +22.0% |
| YTD | -6.2% | -68.1% | +61.9% | +3.3% |
| 1Y | +2.3% | -79.4% | +81.7% | +22.5% |
| All | +2.3% | -79.4% | +81.7% | +22.5% |
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