+65.5%
PPL vs LCID
-96.8%
+162.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.3% | +10.8% | -0.3% |
| 7D | -2.2% | +9.2% | -11.4% | -2.4% |
| 30D | +1.7% | -3.0% | +4.7% | +1.6% |
| 3M | +0.1% | -50.2% | +50.4% | +1.1% |
| 6M | -1.5% | -45.8% | +44.3% | -1.0% |
| YTD | +3.0% | -69.2% | +72.2% | +4.6% |
| 1Y | -1.4% | -80.4% | +78.9% | +1.1% |
| 3Y | +53.5% | -91.4% | +144.9% | +58.3% |
| 5Y | +46.4% | -99.3% | +145.7% | +54.5% |
| All | +65.5% | -96.8% | +162.3% | +72.7% |
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