+291.1%
ROIV vs LCID
-96.4%
+387.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +9.4% | -4.8% | +3.6% |
| 7D | +13.3% | +20.0% | -6.7% | +11.2% |
| 30D | +14.8% | -5.0% | +19.8% | +15.0% |
| 3M | +11.9% | -48.9% | +60.8% | +19.0% |
| 6M | +42.4% | -43.2% | +85.6% | +47.2% |
| YTD | +87.4% | -65.9% | +153.4% | +103.1% |
| 1Y | +97.2% | -79.2% | +176.4% | +123.8% |
| 3Y | +375.7% | -90.4% | +466.1% | +451.7% |
| 5Y | +379.0% | -99.2% | +478.2% | +533.0% |
| All | +291.1% | -96.4% | +387.4% | +397.0% |
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