+1,118.8%
PBF vs LCID
-95.8%
+1,214.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.4% | +0.1% |
| 7D | +1.4% | -9.3% | +10.7% | +1.8% |
| 30D | +15.8% | -35.4% | +51.2% | +18.3% |
| 3M | +90.3% | -17.1% | +107.4% | +90.5% |
| 6M | +102.8% | -58.9% | +161.8% | +110.5% |
| YTD | +187.3% | -59.6% | +246.9% | +197.9% |
| 1Y | +161.8% | -78.0% | +239.8% | +180.0% |
| 3Y | +55.5% | -92.7% | +148.2% | +71.6% |
| 5Y | +801.9% | -97.8% | +899.8% | +937.5% |
| All | +1,118.8% | -95.8% | +1,214.6% | +1,402.0% |
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 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