-81.1%
PATH vs LCID
-98.4%
+17.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -11.6% | +7.9% | -0.5% |
| 7D | -5.6% | -6.9% | +1.3% | -4.0% |
| 30D | -0.7% | -28.4% | +27.7% | +8.2% |
| 3M | -5.9% | -55.5% | +49.7% | +16.1% |
| 6M | +21.6% | -52.3% | +73.9% | +40.4% |
| YTD | -20.6% | -71.8% | +51.2% | +4.4% |
| 1Y | -10.6% | -82.7% | +72.1% | +35.4% |
| 3Y | -24.9% | -93.5% | +68.7% | +29.8% |
| 5Y | -76.8% | -99.3% | +22.5% | -26.9% |
| All | -81.1% | -98.4% | +17.2% | -51.8% |
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