+583.3%
OVV vs LCID
-96.5%
+679.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.4% | -9.5% | -0.8% |
| 7D | -10.7% | +20.0% | -30.7% | -12.3% |
| 30D | -5.3% | -5.0% | -0.3% | -5.3% |
| 3M | +2.4% | -48.9% | +51.3% | +7.6% |
| 6M | +5.7% | -43.2% | +48.9% | +8.2% |
| YTD | +56.8% | -65.9% | +122.7% | +67.4% |
| 1Y | +59.3% | -79.2% | +138.4% | +78.0% |
| 3Y | +49.0% | -90.4% | +139.4% | +70.5% |
| 5Y | +88.1% | -99.2% | +187.3% | +154.8% |
| All | +583.3% | -96.5% | +679.8% | +921.4% |
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