+3,312.9%
PR vs LCID
-96.8%
+3,409.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.4% | -8.5% | +0.9% |
| 7D | -16.4% | +8.9% | -25.4% | -17.2% |
| 30D | -1.9% | -15.4% | +13.5% | -0.8% |
| 3M | +8.0% | -52.9% | +60.8% | +15.3% |
| 6M | +4.1% | -46.8% | +51.0% | +7.6% |
| YTD | +58.7% | -68.9% | +127.6% | +72.6% |
| 1Y | +75.8% | -81.7% | +157.5% | +102.3% |
| 3Y | +73.2% | -92.4% | +165.5% | +107.2% |
| 5Y | +230.1% | -99.2% | +329.4% | +387.2% |
| All | +3,312.9% | -96.8% | +3,409.7% | +4,163.2% |
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