+23.9%
IP vs LCID
-92.6%
+116.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +2.1% |
| 7D | -5.3% | -6.6% | +1.3% | -4.8% |
| 30D | -10.9% | -30.1% | +19.3% | -8.7% |
| 3M | +11.2% | -17.6% | +28.8% | +11.5% |
| 6M | -10.2% | -54.4% | +44.2% | -6.5% |
| YTD | -2.0% | -55.7% | +53.7% | +1.9% |
| 1Y | -19.1% | -71.0% | +51.9% | -13.8% |
| All | +23.9% | -92.6% | +116.5% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling