+280.1%
ROIV vs LCID
-97.0%
+377.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.2% | +8.1% | -0.2% |
| 7D | +1.7% | -10.2% | +11.9% | +2.7% |
| 30D | +17.6% | -10.2% | +27.8% | +18.6% |
| 3M | +9.0% | -54.1% | +63.1% | +17.2% |
| 6M | +35.3% | -53.8% | +89.0% | +42.8% |
| YTD | +82.2% | -72.0% | +154.2% | +101.4% |
| 1Y | +92.3% | -80.5% | +172.8% | +119.8% |
| 3Y | +336.8% | -92.6% | +429.4% | +419.8% |
| 5Y | +370.6% | -99.3% | +469.9% | +534.3% |
| All | +280.1% | -97.0% | +377.1% | +392.8% |
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 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