+39.9%
IQV vs LCID
-78.4%
+118.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | -5.3% | -9.1% | +3.9% | -4.3% |
| 30D | +5.5% | -37.6% | +43.1% | +11.2% |
| 3M | +41.2% | -11.1% | +52.3% | +39.8% |
| 6M | +50.5% | -59.2% | +109.7% | +68.3% |
| YTD | +14.1% | -60.5% | +74.6% | +27.3% |
| 1Y | +39.9% | -78.5% | +118.4% | +67.9% |
| All | +39.9% | -78.4% | +118.3% | +67.9% |
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 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