+10.9%
IP vs LCID
-96.8%
+107.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -11.3% | +9.2% | -1.5% |
| 7D | -0.9% | +9.2% | -10.1% | -1.4% |
| 30D | +6.7% | -3.0% | +9.7% | +6.7% |
| 3M | -16.6% | -50.2% | +33.7% | -13.8% |
| 6M | +6.0% | -45.8% | +51.8% | +8.2% |
| YTD | -10.7% | -69.2% | +58.5% | -6.8% |
| 1Y | -6.7% | -80.4% | +73.7% | -0.8% |
| 3Y | +17.1% | -91.4% | +108.6% | +26.3% |
| 5Y | -14.6% | -99.3% | +84.7% | -5.0% |
| All | +10.9% | -96.8% | +107.7% | +24.2% |
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 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