+68.7%
IQV vs LCID
-97.1%
+165.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -9.2% | +7.0% | -1.4% |
| 7D | -2.5% | -10.2% | +7.7% | -1.6% |
| 30D | +1.2% | -10.2% | +11.4% | +1.8% |
| 3M | +9.8% | -54.1% | +63.9% | +17.0% |
| 6M | +53.8% | -53.8% | +107.6% | +61.6% |
| YTD | +17.6% | -72.0% | +89.7% | +28.5% |
| 1Y | +18.6% | -80.5% | +99.1% | +33.4% |
| 3Y | +36.9% | -92.6% | +129.4% | +60.2% |
| 5Y | +4.1% | -99.3% | +103.4% | +34.0% |
| All | +68.7% | -97.1% | +165.9% | +125.9% |
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