+100.2%
ROIV vs LCID
-78.8%
+179.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.0% |
| 7D | +9.5% | +8.9% | +0.6% | +8.0% |
| 30D | +21.0% | +6.8% | +14.1% | +19.3% |
| 3M | +18.7% | -45.2% | +63.9% | +26.2% |
| 6M | +44.5% | -39.1% | +83.6% | +48.0% |
| YTD | +92.9% | -65.3% | +158.1% | +121.1% |
| 1Y | +100.2% | -78.4% | +178.6% | +149.3% |
| All | +100.2% | -78.8% | +179.0% | +149.3% |
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