+36.0%
PNC vs LCID
-99.1%
+135.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.5% |
| 7D | -0.6% | +8.9% | -9.5% | -1.5% |
| 30D | +5.8% | +6.8% | -1.0% | +4.8% |
| 3M | -7.9% | -45.2% | +37.3% | -3.3% |
| 6M | +10.0% | -39.1% | +49.1% | +12.4% |
| YTD | +14.8% | -65.3% | +80.1% | +23.1% |
| 1Y | +29.7% | -78.4% | +108.1% | +45.6% |
| 3Y | +114.4% | -90.3% | +204.7% | +147.5% |
| 5Y | +36.0% | -99.2% | +135.2% | +86.5% |
| All | +36.0% | -99.1% | +135.1% | +86.5% |
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