+804.0%
PBF vs LCID
-97.7%
+901.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.3% | +3.3% |
| 7D | +2.4% | +1.8% | +0.6% | +2.3% |
| 30D | +24.9% | -34.2% | +59.1% | +27.5% |
| 3M | +81.9% | -9.1% | +91.0% | +81.3% |
| 6M | +79.4% | -52.6% | +132.0% | +85.0% |
| YTD | +188.3% | -56.2% | +244.5% | +198.4% |
| 1Y | +177.3% | -74.9% | +252.1% | +195.5% |
| 3Y | +56.0% | -92.1% | +148.1% | +73.0% |
| 5Y | +804.0% | -97.6% | +901.6% | +1,002.2% |
| All | +804.0% | -97.7% | +901.7% | +1,002.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling