-95.3%
LCID vs IBN
+213.8%
-309.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.1% |
| 7D | -6.6% | +1.4% | -8.0% | -7.3% |
| 30D | -30.1% | -0.3% | -29.8% | -30.1% |
| 3M | -17.6% | +17.1% | -34.7% | -23.4% |
| 6M | -54.4% | +3.4% | -57.8% | -55.1% |
| YTD | -55.7% | +2.5% | -58.3% | -56.4% |
| 1Y | -71.0% | -4.2% | -66.9% | -70.7% |
| 3Y | -92.6% | +32.4% | -125.0% | -93.9% |
| 5Y | -97.6% | +59.2% | -156.8% | -98.2% |
| All | -95.3% | +213.8% | -309.0% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling