+59.6%
PNR vs LCID
-97.1%
+156.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.2% | +9.5% | +0.9% |
| 7D | +0.3% | -10.2% | +10.4% | +1.0% |
| 30D | +31.7% | -10.2% | +41.9% | +32.3% |
| 3M | +2.6% | -54.1% | +56.8% | +8.1% |
| 6M | -6.4% | -53.8% | +47.4% | -2.7% |
| YTD | -33.4% | -72.0% | +38.6% | -28.3% |
| 1Y | -35.1% | -80.5% | +45.5% | -28.0% |
| 3Y | +17.1% | -92.6% | +109.6% | +34.8% |
| 5Y | -3.5% | -99.3% | +95.8% | +23.0% |
| All | +59.6% | -97.1% | +156.7% | +90.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling