+132.9%
PH vs LCID
-93.0%
+226.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.4% | -7.5% | +2.1% |
| 7D | +2.0% | +8.9% | -6.9% | +1.2% |
| 30D | -3.7% | -15.4% | +11.8% | -2.7% |
| 3M | -14.0% | -52.9% | +38.8% | -9.3% |
| 6M | +2.1% | -46.8% | +49.0% | +5.2% |
| YTD | +5.1% | -68.9% | +73.9% | +13.5% |
| 1Y | +10.9% | -81.7% | +92.6% | +26.5% |
| 3Y | +132.9% | -92.4% | +225.3% | +182.5% |
| All | +132.9% | -93.0% | +226.0% | +182.5% |
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