-79.4%
LCID vs INVH
+1.1%
-80.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.6% | +7.9% | +10.6% |
| 7D | -1.2% | +3.1% | -4.2% | -1.9% |
| 30D | -19.2% | +5.8% | -25.0% | -20.0% |
| 3M | -56.7% | -8.5% | -48.2% | -56.8% |
| 6M | -49.6% | -1.3% | -48.3% | -50.4% |
| YTD | -68.1% | +2.6% | -70.7% | -68.7% |
| 1Y | -79.4% | +0.7% | -80.1% | -79.8% |
| All | -79.4% | +1.1% | -80.5% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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