+35.7%
PEG vs LCID
-97.7%
+133.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | +1.0% | +1.8% | -0.7% | +1.0% |
| 30D | -1.9% | -34.2% | +32.4% | -1.0% |
| 3M | -3.7% | -9.1% | +5.5% | -3.9% |
| 6M | -9.4% | -52.6% | +43.2% | -8.2% |
| YTD | -6.0% | -56.2% | +50.2% | -4.6% |
| 1Y | -4.4% | -74.9% | +70.5% | -1.4% |
| 3Y | +33.5% | -92.1% | +125.6% | +39.5% |
| 5Y | +35.7% | -97.6% | +133.3% | +41.2% |
| All | +35.7% | -97.7% | +133.4% | +41.2% |
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