+3,276.8%
PR vs LCID
-96.5%
+3,373.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.4% | -10.5% | -2.0% |
| 7D | -12.4% | +20.0% | -32.4% | -14.1% |
| 30D | -6.6% | -5.0% | -1.5% | -6.6% |
| 3M | +7.5% | -48.9% | +56.4% | +13.9% |
| 6M | +10.8% | -43.2% | +54.0% | +13.8% |
| YTD | +57.0% | -65.9% | +123.0% | +69.2% |
| 1Y | +67.9% | -79.2% | +147.1% | +90.7% |
| 3Y | +87.6% | -90.4% | +178.0% | +118.4% |
| 5Y | +220.4% | -99.2% | +319.6% | +372.6% |
| All | +3,276.8% | -96.5% | +3,373.3% | +4,080.0% |
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 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