+49.1%
PPL vs LCID
-99.2%
+148.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -11.6% | +12.4% | +1.1% |
| 7D | +1.0% | -6.9% | +7.9% | +1.2% |
| 30D | +6.8% | -28.4% | +35.2% | +7.6% |
| 3M | +3.9% | -55.5% | +59.4% | +5.8% |
| 6M | -2.0% | -52.3% | +50.3% | -0.8% |
| YTD | +5.3% | -71.8% | +77.1% | +8.2% |
| 1Y | +2.2% | -82.7% | +84.9% | +6.8% |
| 3Y | +56.7% | -93.5% | +150.3% | +66.6% |
| 5Y | +49.1% | -99.3% | +148.4% | +69.4% |
| All | +49.1% | -99.2% | +148.3% | +69.4% |
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