+82.3%
PL vs LCID
-97.6%
+179.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.7% |
| 7D | -9.3% | -6.6% | -2.7% | -7.6% |
| 30D | -18.9% | -30.1% | +11.2% | -10.6% |
| 3M | -58.4% | -17.6% | -40.8% | -57.7% |
| 6M | -30.3% | -54.4% | +24.1% | -17.0% |
| YTD | -8.1% | -55.7% | +47.6% | +9.3% |
| 1Y | +180.5% | -71.0% | +251.5% | +271.0% |
| 3Y | +444.1% | -92.6% | +536.8% | +836.2% |
| All | +82.3% | -97.6% | +179.9% | +350.8% |
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