+628.1%
OVV vs LCID
-95.4%
+723.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -1.9% |
| 7D | +0.3% | -6.6% | +6.9% | +0.8% |
| 30D | +11.7% | -30.1% | +41.9% | +15.0% |
| 3M | +9.8% | -17.6% | +27.4% | +9.7% |
| 6M | +26.6% | -54.4% | +81.0% | +33.1% |
| YTD | +67.0% | -55.7% | +122.7% | +75.5% |
| 1Y | +55.9% | -71.0% | +127.0% | +69.7% |
| 3Y | +45.5% | -92.6% | +138.1% | +72.5% |
| 5Y | +157.3% | -97.6% | +255.0% | +224.9% |
| All | +628.1% | -95.4% | +723.5% | +970.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling