+33.3%
PLD vs LCID
-93.0%
+126.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.4% | -11.6% | -1.8% |
| 7D | -0.8% | +8.9% | -9.7% | -1.3% |
| 30D | -0.3% | -15.4% | +15.2% | +0.4% |
| 3M | -8.0% | -52.9% | +44.8% | -4.7% |
| 6M | -9.8% | -46.8% | +37.1% | -8.0% |
| YTD | +1.8% | -68.9% | +70.7% | +6.9% |
| 1Y | +5.6% | -81.7% | +87.3% | +14.8% |
| 3Y | +33.3% | -92.4% | +125.6% | +57.7% |
| All | +33.3% | -93.0% | +126.3% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling