-0.8%
IP vs LCID
-81.4%
+80.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.6% | -0.2% |
| 7D | -5.1% | +8.9% | -14.0% | -6.0% |
| 30D | +8.5% | -15.4% | +23.9% | +10.0% |
| 3M | -13.8% | -52.9% | +39.0% | -8.0% |
| 6M | +5.7% | -46.8% | +52.6% | +9.7% |
| YTD | -9.1% | -68.9% | +59.8% | +0.5% |
| 1Y | -0.8% | -81.7% | +80.9% | +23.5% |
| All | -0.8% | -81.4% | +80.6% | +23.5% |
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