+296.1%
ROIV vs LCID
-96.2%
+392.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.7% | -3.4% | +0.8% |
| 7D | +14.3% | +24.8% | -10.5% | +11.6% |
| 30D | +16.2% | -0.5% | +16.8% | +15.9% |
| 3M | +15.1% | -43.0% | +58.1% | +21.1% |
| 6M | +44.2% | -40.5% | +84.8% | +48.3% |
| YTD | +89.8% | -64.3% | +154.1% | +104.7% |
| 1Y | +94.6% | -78.1% | +172.6% | +119.6% |
| 3Y | +367.5% | -90.1% | +457.6% | +440.3% |
| 5Y | +421.4% | -99.1% | +520.5% | +584.7% |
| All | +296.1% | -96.2% | +392.3% | +400.9% |
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