-20.3%
PNR vs LCID
-97.9%
+77.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.4% |
| 7D | -6.0% | -9.8% | +3.8% | -5.1% |
| 30D | -14.0% | -35.5% | +21.5% | -10.5% |
| 3M | -21.7% | -18.4% | -3.3% | -21.7% |
| 6M | -37.3% | -60.5% | +23.2% | -32.4% |
| YTD | -45.1% | -60.1% | +14.9% | -41.3% |
| 1Y | -49.1% | -78.8% | +29.7% | -41.7% |
| 3Y | -14.8% | -92.8% | +77.9% | +4.4% |
| All | -20.3% | -97.9% | +77.6% | +8.0% |
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