+28.9%
PM vs LCID
-79.5%
+108.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +9.4% | -11.8% | -2.4% |
| 7D | -7.3% | +20.0% | -27.3% | -7.2% |
| 30D | -4.0% | -5.0% | +1.0% | -4.0% |
| 3M | +2.7% | -48.9% | +51.6% | +3.3% |
| 6M | +14.9% | -43.2% | +58.1% | +14.6% |
| YTD | +23.5% | -65.9% | +89.5% | +23.0% |
| All | +28.9% | -79.5% | +108.5% | +28.1% |
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