-92.2%
LCID vs IBN
+34.1%
-126.3%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.0% |
| 7D | -6.6% | +1.4% | -8.0% | -7.1% |
| 30D | -30.1% | -0.3% | -29.8% | -30.1% |
| 3M | -17.6% | +17.1% | -34.7% | -21.2% |
| 6M | -54.4% | +3.4% | -57.8% | -55.0% |
| YTD | -55.7% | +2.5% | -58.3% | -56.3% |
| 1Y | -71.0% | -4.2% | -66.9% | -70.9% |
| All | -92.2% | +34.1% | -126.3% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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