+665.1%
PBR vs LCID
-97.1%
+762.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -9.2% | +10.5% | +1.6% |
| 7D | -1.0% | -10.2% | +9.2% | -0.8% |
| 30D | -29.3% | -10.2% | -19.1% | -29.2% |
| 3M | +5.5% | -54.1% | +59.6% | +7.6% |
| 6M | -2.9% | -53.8% | +50.9% | -1.5% |
| YTD | +61.5% | -72.0% | +133.5% | +66.2% |
| 1Y | +46.9% | -80.5% | +127.4% | +52.7% |
| 3Y | +66.4% | -92.6% | +159.0% | +75.3% |
| 5Y | +460.3% | -99.3% | +559.6% | +507.4% |
| All | +665.1% | -97.1% | +762.2% | +797.7% |
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 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