-6.1%
PATH vs LCID
-92.6%
+86.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.7% | -18.4% | -17.0% |
| 7D | -16.3% | -6.6% | -9.7% | -15.3% |
| 30D | +9.9% | -30.1% | +40.1% | +17.1% |
| 3M | +30.2% | -17.6% | +47.8% | +31.1% |
| 6M | +37.2% | -54.4% | +91.6% | +54.4% |
| YTD | -7.3% | -55.7% | +48.4% | +4.0% |
| 1Y | +40.0% | -71.0% | +111.0% | +69.3% |
| All | -6.1% | -92.6% | +86.4% | +38.7% |
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