-23.8%
PFE vs LCID
-99.3%
+75.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.4% | +0.6% |
| 7D | -1.7% | -10.2% | +8.5% | -1.3% |
| 30D | +0.3% | -10.2% | +10.5% | +0.6% |
| 3M | +9.4% | -54.1% | +63.5% | +12.5% |
| 6M | +14.9% | -53.8% | +68.6% | +17.2% |
| YTD | +23.8% | -72.0% | +95.8% | +28.4% |
| 1Y | +19.5% | -80.5% | +100.0% | +25.6% |
| 3Y | +21.0% | -92.6% | +113.6% | +28.5% |
| All | -23.8% | -99.3% | +75.6% | -19.0% |
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