+19.3%
IQV vs LCID
-92.8%
+112.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | +0.1% |
| 7D | -2.6% | -9.3% | +6.7% | -1.5% |
| 30D | +6.2% | -35.4% | +41.6% | +11.6% |
| 3M | +38.0% | -17.1% | +55.1% | +38.2% |
| 6M | +43.9% | -58.9% | +102.9% | +56.8% |
| YTD | +14.0% | -59.6% | +73.6% | +23.8% |
| 1Y | +35.5% | -78.0% | +113.5% | +57.4% |
| All | +19.3% | -92.8% | +112.1% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling