+47.7%
PPL vs LCID
-99.2%
+146.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.4% | -9.7% | -0.5% |
| 7D | -1.2% | +20.0% | -21.2% | -1.7% |
| 30D | +4.2% | -5.0% | +9.2% | +4.3% |
| 3M | +1.5% | -48.9% | +50.4% | +3.1% |
| 6M | +1.0% | -43.2% | +44.3% | +1.9% |
| YTD | +4.4% | -65.9% | +70.3% | +6.8% |
| 1Y | +0.8% | -79.2% | +79.9% | +4.8% |
| 3Y | +56.5% | -90.4% | +146.9% | +63.9% |
| 5Y | +47.7% | -99.2% | +146.9% | +67.4% |
| All | +47.7% | -99.2% | +146.9% | +67.4% |
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