+72.4%
OVV vs LCID
-82.0%
+154.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.2% | +10.0% | +0.7% |
| 7D | +8.0% | -10.2% | +18.2% | +7.9% |
| 30D | -2.0% | -10.2% | +8.1% | -2.1% |
| 3M | +5.4% | -54.1% | +59.5% | +6.2% |
| 6M | +14.3% | -53.8% | +68.0% | +15.9% |
| YTD | +69.4% | -72.0% | +141.5% | +80.4% |
| 1Y | +72.4% | -80.5% | +152.9% | +92.8% |
| All | +72.4% | -82.0% | +154.3% | +92.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling