+235.9%
ROIV vs LCID
-95.3%
+331.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.3% |
| 7D | +0.6% | -6.6% | +7.2% | +1.3% |
| 30D | +1.0% | -30.1% | +31.1% | +4.5% |
| 3M | +18.3% | -17.6% | +35.9% | +18.4% |
| 6M | +18.3% | -54.4% | +72.8% | +25.5% |
| YTD | +61.0% | -55.7% | +116.7% | +70.6% |
| 1Y | +177.9% | -71.0% | +248.9% | +205.7% |
| 3Y | +199.1% | -92.6% | +291.7% | +257.4% |
| 5Y | +250.7% | -97.6% | +348.3% | +347.9% |
| All | +235.9% | -95.3% | +331.2% | +317.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling