-16.1%
IP vs LCID
-97.6%
+81.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.8% |
| 3M | +11.2% | -17.6% | +28.8% | +11.5% |
| 6M | -10.2% | -54.4% | +44.2% | -6.7% |
| YTD | -2.0% | -55.7% | +53.7% | +1.7% |
| 1Y | -19.1% | -71.0% | +51.9% | -14.0% |
| 3Y | +20.9% | -92.6% | +113.5% | +35.3% |
| All | -16.1% | -97.6% | +81.5% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling