-95.3%
LCID vs ITOT
+139.7%
-235.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.1% |
| 7D | +1.8% | +0.7% | +1.1% | +0.5% |
| 30D | -34.2% | -1.1% | -33.1% | -32.8% |
| 3M | -9.1% | +3.9% | -13.0% | -14.5% |
| 6M | -52.6% | +14.7% | -67.4% | -62.5% |
| YTD | -56.2% | +13.3% | -69.5% | -64.3% |
| 1Y | -74.9% | +19.1% | -94.0% | -81.1% |
| 3Y | -92.1% | +77.3% | -169.4% | -97.1% |
| 5Y | -97.6% | +74.1% | -171.6% | -99.0% |
| All | -95.3% | +139.7% | -235.1% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling