-80.4%
PATH vs LCID
-98.2%
+17.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.6% | -8.7% | -0.3% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | +2.7% | -19.2% | +21.8% | +8.3% |
| 3M | -4.2% | -56.7% | +52.5% | +18.9% |
| 6M | +24.7% | -49.6% | +74.4% | +42.1% |
| YTD | -17.6% | -68.1% | +50.5% | +4.9% |
| 1Y | -5.3% | -79.4% | +74.1% | +36.6% |
| 3Y | -22.0% | -92.7% | +70.7% | +30.4% |
| 5Y | -76.5% | -99.1% | +22.6% | -29.6% |
| All | -80.4% | -98.2% | +17.7% | -51.6% |
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