+21.7%
IP vs LCID
-95.4%
+117.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +2.1% |
| 7D | -5.3% | -6.6% | +1.3% | -4.9% |
| 30D | -10.9% | -30.1% | +19.3% | -9.3% |
| 3M | +11.2% | -17.6% | +28.8% | +11.4% |
| 6M | -10.2% | -54.4% | +44.2% | -7.7% |
| YTD | -2.0% | -55.7% | +53.7% | +0.7% |
| 1Y | -19.1% | -71.0% | +51.9% | -15.5% |
| 3Y | +20.9% | -92.6% | +113.5% | +30.3% |
| 5Y | -17.8% | -97.6% | +79.8% | -9.1% |
| All | +21.7% | -95.4% | +117.1% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling