+134.9%
PRU vs LCID
-96.8%
+231.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.4% | -13.0% | -3.2% |
| 7D | +2.4% | +8.9% | -6.5% | +1.8% |
| 30D | +6.1% | -15.4% | +21.5% | +6.9% |
| 3M | -0.7% | -52.9% | +52.1% | +3.2% |
| 6M | +22.1% | -46.8% | +68.9% | +24.9% |
| YTD | +9.8% | -68.9% | +78.7% | +15.3% |
| 1Y | +19.4% | -81.7% | +101.0% | +29.0% |
| 3Y | +50.4% | -92.4% | +142.8% | +65.6% |
| 5Y | +37.2% | -99.2% | +136.4% | +60.2% |
| All | +134.9% | -96.8% | +231.7% | +183.3% |
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