+63.6%
PPL vs LCID
-95.4%
+159.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +2.7% | -6.6% | +9.2% | +2.8% |
| 30D | +0.5% | -30.1% | +30.6% | +1.0% |
| 3M | +0.7% | -17.6% | +18.3% | +0.7% |
| 6M | -7.6% | -54.4% | +46.8% | -6.5% |
| YTD | +1.8% | -55.7% | +57.5% | +3.0% |
| 1Y | -0.8% | -71.0% | +70.3% | +1.2% |
| 3Y | +56.9% | -92.6% | +149.5% | +62.8% |
| 5Y | +39.5% | -97.6% | +137.1% | +47.5% |
| All | +63.6% | -95.4% | +159.1% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling