-4.7%
PEG vs LCID
-82.0%
+77.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.2% | +10.7% | +1.5% |
| 7D | +4.5% | -10.2% | +14.7% | +4.5% |
| 30D | +7.5% | -10.2% | +17.7% | +7.5% |
| 3M | +0.8% | -54.1% | +55.0% | +0.6% |
| 6M | 0.0% | -53.8% | +53.8% | -0.1% |
| YTD | -3.0% | -72.0% | +69.0% | -1.5% |
| 1Y | -4.7% | -80.5% | +75.8% | -0.3% |
| All | -4.7% | -82.0% | +77.2% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling