+45.5%
IQV vs LCID
-71.9%
+117.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.6% |
| 7D | +2.3% | -6.6% | +8.9% | +3.1% |
| 30D | +13.4% | -30.1% | +43.6% | +18.0% |
| 3M | +43.3% | -17.6% | +60.9% | +44.1% |
| 6M | +50.5% | -54.4% | +105.0% | +65.9% |
| YTD | +18.8% | -55.7% | +74.5% | +30.6% |
| 1Y | +45.5% | -71.0% | +116.5% | +69.6% |
| All | +45.5% | -71.9% | +117.4% | +69.6% |
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