+11.0%
PFE vs LCID
-95.4%
+106.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.3% |
| 7D | +1.8% | -6.6% | +8.3% | +2.0% |
| 30D | +10.2% | -30.1% | +40.4% | +11.4% |
| 3M | +12.7% | -17.6% | +30.3% | +12.7% |
| 6M | +10.5% | -54.4% | +65.0% | +12.5% |
| YTD | +20.2% | -55.7% | +75.9% | +22.2% |
| 1Y | +24.1% | -71.0% | +95.1% | +27.6% |
| 3Y | -3.6% | -92.6% | +89.1% | +0.6% |
| 5Y | -20.9% | -97.6% | +76.7% | -16.8% |
| All | +11.0% | -95.4% | +106.4% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling