-97.6%
LCID vs IBN
+56.7%
-154.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | +0.5% |
| 7D | +1.8% | -2.2% | +3.9% | +3.1% |
| 30D | -34.2% | -2.3% | -31.9% | -33.3% |
| 3M | -9.1% | +15.9% | -25.0% | -16.0% |
| 6M | -52.6% | +5.6% | -58.2% | -53.9% |
| YTD | -56.2% | -0.1% | -56.1% | -56.3% |
| 1Y | -74.9% | -6.5% | -68.4% | -74.1% |
| 3Y | -92.1% | +29.3% | -121.4% | -93.8% |
| 5Y | -97.6% | +56.6% | -154.1% | -98.4% |
| All | -97.6% | +56.7% | -154.3% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling