+375.7%
ROIV vs LCID
-90.9%
+466.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +14.9% |
| 3M | +11.9% | -48.9% | +60.8% | +18.6% |
| 6M | +42.4% | -43.2% | +85.6% | +46.8% |
| YTD | +87.4% | -65.9% | +153.4% | +102.7% |
| 1Y | +97.2% | -79.2% | +176.4% | +122.1% |
| 3Y | +375.7% | -90.4% | +466.1% | +478.0% |
| All | +375.7% | -90.9% | +466.6% | +478.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling