+3,541.6%
PR vs LCID
-95.4%
+3,637.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.8% |
| 7D | +2.9% | -6.6% | +9.5% | +3.5% |
| 30D | +18.0% | -30.1% | +48.2% | +22.0% |
| 3M | +16.9% | -17.6% | +34.5% | +16.6% |
| 6M | +28.2% | -54.4% | +82.6% | +35.7% |
| YTD | +69.3% | -55.7% | +125.1% | +79.0% |
| 1Y | +69.5% | -71.0% | +140.5% | +86.5% |
| 3Y | +81.7% | -92.6% | +174.3% | +121.3% |
| 5Y | +422.2% | -97.6% | +519.9% | +570.6% |
| All | +3,541.6% | -95.4% | +3,637.0% | +4,321.9% |
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