+8.1%
PCG vs LCID
-99.3%
+107.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | -0.4% |
| 7D | -2.0% | +9.2% | -11.2% | -2.5% |
| 30D | -2.7% | -3.0% | +0.3% | -2.8% |
| 3M | -25.1% | -50.2% | +25.2% | -22.7% |
| 6M | -22.3% | -45.8% | +23.5% | -20.9% |
| YTD | -18.5% | -69.2% | +50.7% | -14.7% |
| 1Y | -21.8% | -80.4% | +58.5% | -16.0% |
| 3Y | -21.0% | -91.4% | +70.4% | -13.8% |
| 5Y | +8.1% | -99.3% | +107.3% | +36.5% |
| All | +8.1% | -99.3% | +107.3% | +36.5% |
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