+27.7%
PAAS vs LCID
-96.3%
+124.0%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.7% | -10.6% | -6.1% |
| 7D | +4.2% | +24.8% | -20.7% | +2.8% |
| 30D | -13.8% | -0.5% | -13.3% | -14.0% |
| 3M | -22.7% | -43.0% | +20.2% | -20.6% |
| 6M | -32.1% | -40.5% | +8.4% | -31.1% |
| YTD | -22.3% | -64.3% | +42.1% | -19.2% |
| 1Y | +7.7% | -78.1% | +85.7% | +14.7% |
| 3Y | +214.0% | -90.1% | +304.1% | +239.2% |
| 5Y | +63.2% | -99.1% | +162.3% | +84.2% |
| All | +27.7% | -96.3% | +124.0% | +61.9% |
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