-3.4%
PEP vs LCID
-92.2%
+88.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.2% | +11.5% | +2.4% |
| 7D | +2.9% | -10.2% | +13.1% | +3.1% |
| 30D | +12.5% | -10.2% | +22.7% | +12.6% |
| 3M | +4.5% | -54.1% | +58.6% | +5.8% |
| 6M | -0.5% | -53.8% | +53.3% | +0.4% |
| YTD | +4.4% | -72.0% | +76.5% | +6.3% |
| 1Y | +4.4% | -80.5% | +84.9% | +7.1% |
| 3Y | -3.4% | -92.6% | +89.2% | +0.4% |
| All | -3.4% | -92.2% | +88.8% | +0.4% |
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 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