+583.5%
OVV vs LCID
-96.8%
+680.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.4% | -11.0% | -1.5% |
| 7D | -16.7% | +8.9% | -25.6% | -17.4% |
| 30D | -1.5% | -15.4% | +13.9% | -0.5% |
| 3M | +1.6% | -52.9% | +54.4% | +7.5% |
| 6M | +2.0% | -46.8% | +48.9% | +5.1% |
| YTD | +56.8% | -68.9% | +125.7% | +68.8% |
| 1Y | +64.8% | -81.7% | +146.5% | +86.4% |
| 3Y | +38.3% | -92.4% | +130.7% | +61.8% |
| 5Y | +84.9% | -99.2% | +184.1% | +151.3% |
| All | +583.5% | -96.8% | +680.3% | +929.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling