-78.0%
PATH vs LCID
-97.4%
+19.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.7% | -18.4% | -17.1% |
| 7D | -16.3% | -6.6% | -9.7% | -14.9% |
| 30D | +9.9% | -30.1% | +40.1% | +20.7% |
| 3M | +30.2% | -17.6% | +47.8% | +30.6% |
| 6M | +37.2% | -54.4% | +91.6% | +61.5% |
| YTD | -7.3% | -55.7% | +48.4% | +8.5% |
| 1Y | +40.0% | -71.0% | +111.0% | +83.7% |
| 3Y | -4.4% | -92.6% | +88.2% | +64.3% |
| 5Y | -76.0% | -97.6% | +21.6% | -41.5% |
| All | -78.0% | -97.4% | +19.5% | -50.0% |
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 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