-12.3%
PHM vs LCID
-76.7%
+64.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.8% | -0.2% |
| 7D | -3.9% | -9.3% | +5.5% | -3.0% |
| 30D | -8.6% | -35.4% | +26.9% | -4.9% |
| 3M | -2.9% | -17.1% | +14.2% | -3.2% |
| 6M | -5.7% | -58.9% | +53.2% | +2.8% |
| YTD | +1.9% | -59.6% | +61.5% | +10.7% |
| 1Y | -12.3% | -78.0% | +65.7% | +7.6% |
| All | -12.3% | -76.7% | +64.4% | +7.6% |
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