-92.6%
LCID vs ITOT
+77.6%
-170.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.4% | -8.8% | -8.5% |
| 7D | -10.2% | +2.5% | -12.7% | -13.7% |
| 30D | -10.2% | -1.7% | -8.5% | -6.5% |
| 3M | -54.1% | -3.4% | -50.8% | -50.6% |
| 6M | -53.8% | +2.1% | -55.9% | -54.1% |
| YTD | -72.0% | +11.5% | -83.5% | -75.7% |
| 1Y | -80.5% | +13.6% | -94.1% | -83.5% |
| 3Y | -92.6% | +77.2% | -169.8% | -97.1% |
| All | -92.6% | +77.6% | -170.2% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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