+14.6%
PHM vs LCID
-79.4%
+94.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +11.6% | -4.4% | +5.9% |
| 7D | +13.6% | -1.2% | +14.8% | +13.5% |
| 30D | +19.3% | -19.2% | +38.5% | +21.2% |
| 3M | +3.5% | -56.7% | +60.2% | +10.4% |
| 6M | +18.6% | -49.6% | +68.2% | +23.4% |
| YTD | +16.7% | -68.1% | +84.8% | +28.4% |
| 1Y | +14.6% | -79.4% | +94.0% | +38.4% |
| All | +14.6% | -79.4% | +94.0% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling