+556.1%
PBR vs LCID
-97.8%
+653.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.8% | +8.3% | +0.8% |
| 7D | +0.3% | -9.3% | +9.7% | +0.7% |
| 30D | +17.5% | -35.4% | +52.9% | +19.3% |
| 3M | +20.9% | -17.1% | +38.0% | +20.8% |
| 6M | +20.2% | -58.9% | +79.2% | +23.5% |
| YTD | +84.3% | -59.6% | +143.9% | +89.0% |
| 1Y | +77.1% | -78.0% | +155.1% | +85.7% |
| 3Y | +100.8% | -92.7% | +193.5% | +114.7% |
| 5Y | +556.1% | -97.8% | +654.0% | +619.4% |
| All | +556.1% | -97.8% | +653.9% | +619.4% |
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