+193.5%
IRM vs LCID
-97.6%
+291.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.5% |
| 7D | -0.5% | -6.6% | +6.1% | +0.1% |
| 30D | -8.1% | -30.1% | +22.1% | -5.4% |
| 3M | -9.7% | -17.6% | +7.9% | -9.6% |
| 6M | +10.0% | -54.4% | +64.4% | +15.4% |
| YTD | +43.0% | -55.7% | +98.7% | +49.8% |
| 1Y | +32.7% | -71.0% | +103.7% | +43.7% |
| 3Y | +102.7% | -92.6% | +195.4% | +134.9% |
| All | +193.5% | -97.6% | +291.1% | +249.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling