+398.8%
PH vs LCID
-95.4%
+494.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.3% |
| 7D | -3.1% | -6.6% | +3.5% | -2.6% |
| 30D | -3.2% | -30.1% | +26.9% | -0.7% |
| 3M | +10.6% | -17.6% | +28.2% | +10.6% |
| 6M | -2.1% | -54.4% | +52.3% | +2.4% |
| YTD | +10.2% | -55.7% | +65.9% | +15.1% |
| 1Y | +28.2% | -71.0% | +99.3% | +38.3% |
| 3Y | +134.9% | -92.6% | +227.5% | +170.9% |
| 5Y | +253.6% | -97.6% | +351.2% | +326.3% |
| All | +398.8% | -95.4% | +494.2% | +467.9% |
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