-4.6%
PEP vs LCID
-93.7%
+89.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -11.6% | +11.8% | +0.4% |
| 7D | +6.7% | -6.9% | +13.5% | +6.8% |
| 30D | +13.5% | -28.4% | +41.9% | +14.1% |
| 3M | +3.9% | -55.5% | +59.5% | +5.3% |
| 6M | -6.0% | -52.3% | +46.3% | -5.2% |
| YTD | +2.5% | -71.8% | +74.3% | +4.3% |
| 1Y | +3.9% | -82.7% | +86.7% | +7.0% |
| All | -4.6% | -93.7% | +89.1% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling