-97.9%
LCID vs ITOT
+71.8%
-169.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.9% |
| 7D | -9.1% | -2.0% | -7.1% | -5.5% |
| 30D | -37.6% | -2.0% | -35.7% | -35.0% |
| 3M | -11.1% | +4.5% | -15.6% | -17.7% |
| 6M | -59.2% | +12.6% | -71.8% | -67.0% |
| YTD | -60.5% | +12.0% | -72.4% | -67.4% |
| 1Y | -78.5% | +17.3% | -95.8% | -83.5% |
| 3Y | -92.8% | +75.2% | -168.1% | -97.5% |
| 5Y | -97.9% | +74.0% | -171.9% | -99.1% |
| All | -97.9% | +71.8% | -169.7% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling