+55.4%
IVZ vs LCID
-71.9%
+127.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.9% |
| 7D | +0.6% | -6.6% | +7.2% | +1.5% |
| 30D | +4.0% | -30.1% | +34.2% | +8.6% |
| 3M | +18.2% | -17.6% | +35.8% | +17.1% |
| 6M | +32.8% | -54.4% | +87.3% | +48.1% |
| YTD | +28.7% | -55.7% | +84.5% | +43.3% |
| 1Y | +55.4% | -71.0% | +126.4% | +89.7% |
| All | +55.4% | -71.9% | +127.3% | +89.7% |
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