+23.4%
PFE vs LCID
-90.3%
+113.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.4% |
| 7D | -3.0% | +8.9% | -11.9% | -3.5% |
| 30D | +5.2% | +6.8% | -1.6% | +4.6% |
| 3M | +12.2% | -45.2% | +57.5% | +15.5% |
| 6M | +17.8% | -39.1% | +56.9% | +19.2% |
| YTD | +26.2% | -65.3% | +91.5% | +31.2% |
| 1Y | +23.2% | -78.4% | +101.6% | +31.2% |
| All | +23.4% | -90.3% | +113.6% | +28.7% |
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