+37.0%
PL vs LCID
-99.2%
+136.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +9.4% | +5.1% | +11.7% |
| 7D | +10.9% | +20.0% | -9.1% | +4.9% |
| 30D | -16.4% | -5.0% | -11.3% | -15.5% |
| 3M | -39.9% | -48.9% | +8.9% | -27.4% |
| 6M | -63.2% | -43.2% | -20.0% | -58.6% |
| YTD | -27.1% | -65.9% | +38.8% | -5.9% |
| 1Y | +12.2% | -79.2% | +91.3% | +66.8% |
| 3Y | +584.3% | -90.4% | +674.7% | +1,021.0% |
| 5Y | +37.0% | -99.2% | +136.2% | +332.7% |
| All | +37.0% | -99.2% | +136.2% | +332.7% |
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