+24.2%
PG vs LCID
-95.4%
+119.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.3% |
| 7D | +1.9% | -6.6% | +8.4% | +1.9% |
| 30D | -0.2% | -30.1% | +29.9% | -0.2% |
| 3M | +4.8% | -17.6% | +22.4% | +4.8% |
| 6M | -6.1% | -54.4% | +48.3% | -6.0% |
| YTD | +4.5% | -55.7% | +60.2% | +4.5% |
| 1Y | -5.3% | -71.0% | +65.7% | -5.2% |
| 3Y | +2.6% | -92.6% | +95.2% | +2.9% |
| 5Y | +15.6% | -97.6% | +113.2% | +16.8% |
| All | +24.2% | -95.4% | +119.6% | +26.1% |
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