+209.7%
PH vs LCID
-99.3%
+309.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +0.9% |
| 7D | +4.3% | -10.2% | +14.5% | +5.3% |
| 30D | +0.1% | -10.2% | +10.3% | +0.6% |
| 3M | -9.4% | -54.1% | +44.7% | -3.0% |
| 6M | +8.8% | -53.8% | +62.5% | +14.3% |
| YTD | +9.6% | -72.0% | +81.7% | +20.7% |
| 1Y | +14.4% | -80.5% | +95.0% | +31.1% |
| 3Y | +134.5% | -92.6% | +227.1% | +183.3% |
| All | +209.7% | -99.3% | +309.0% | +344.0% |
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