+63.8%
IQV vs LCID
-95.9%
+159.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | -5.3% | -9.1% | +3.9% | -4.5% |
| 30D | +5.5% | -37.6% | +43.1% | +9.9% |
| 3M | +41.2% | -11.1% | +52.3% | +40.7% |
| 6M | +50.5% | -59.2% | +109.7% | +60.3% |
| YTD | +14.1% | -60.5% | +74.6% | +21.5% |
| 1Y | +39.9% | -78.5% | +118.4% | +56.4% |
| 3Y | +20.5% | -92.8% | +113.3% | +41.0% |
| 5Y | -1.2% | -97.9% | +96.7% | +23.2% |
| All | +63.8% | -95.9% | +159.7% | +113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling