+11.9%
IP vs LCID
-97.1%
+109.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -11.6% | +7.6% | -3.3% |
| 7D | -5.0% | -6.9% | +1.9% | -4.7% |
| 30D | +6.5% | -28.4% | +34.9% | +8.2% |
| 3M | -18.0% | -55.5% | +37.5% | -14.8% |
| 6M | +10.3% | -52.3% | +62.6% | +13.4% |
| YTD | -9.9% | -71.8% | +61.9% | -5.4% |
| 1Y | -1.1% | -82.7% | +81.7% | +5.9% |
| 3Y | +13.0% | -93.5% | +106.6% | +23.3% |
| 5Y | -12.3% | -99.3% | +87.0% | -1.9% |
| All | +11.9% | -97.1% | +109.0% | +25.9% |
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