+70.4%
IQV vs LCID
-95.4%
+165.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.2% | -1.6% |
| 7D | +2.3% | -6.6% | +8.9% | +2.9% |
| 30D | +13.4% | -30.1% | +43.6% | +17.0% |
| 3M | +43.3% | -17.6% | +60.9% | +43.7% |
| 6M | +50.5% | -54.4% | +105.0% | +58.7% |
| YTD | +18.8% | -55.7% | +74.5% | +25.2% |
| 1Y | +45.5% | -71.0% | +116.5% | +58.3% |
| 3Y | +19.4% | -92.6% | +112.0% | +39.2% |
| 5Y | +1.7% | -97.6% | +99.3% | +25.7% |
| All | +70.4% | -95.4% | +165.9% | +120.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling