+19.1%
IVZ vs LCID
-80.6%
+99.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -11.3% | +10.7% | +1.1% |
| 7D | +5.1% | +9.2% | -4.1% | +3.6% |
| 30D | -1.6% | -3.0% | +1.4% | -1.6% |
| 3M | -9.1% | -50.2% | +41.1% | -1.4% |
| 6M | +1.8% | -45.8% | +47.6% | +5.8% |
| YTD | +10.8% | -69.2% | +80.0% | +30.6% |
| 1Y | +19.1% | -80.4% | +99.5% | +54.9% |
| All | +19.1% | -80.6% | +99.7% | +54.9% |
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