-13.4%
PNR vs LCID
-92.8%
+79.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.8% | +5.9% | -1.4% |
| 7D | -3.9% | -9.3% | +5.5% | -3.3% |
| 30D | -13.8% | -35.4% | +21.6% | -11.4% |
| 3M | -22.5% | -17.1% | -5.5% | -22.5% |
| 6M | -37.2% | -58.9% | +21.8% | -33.0% |
| YTD | -44.2% | -59.6% | +15.4% | -40.8% |
| 1Y | -46.6% | -78.0% | +31.3% | -40.1% |
| All | -13.4% | -92.8% | +79.4% | +7.2% |
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