+48.5%
PRU vs LCID
-97.6%
+146.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | +1.9% | -6.6% | +8.4% | +2.3% |
| 30D | +2.7% | -30.1% | +32.9% | +5.1% |
| 3M | +19.5% | -17.6% | +37.1% | +19.7% |
| 6M | +26.6% | -54.4% | +81.1% | +31.9% |
| YTD | +12.3% | -55.7% | +68.1% | +16.9% |
| 1Y | +18.0% | -71.0% | +89.1% | +26.1% |
| 3Y | +47.0% | -92.6% | +139.7% | +67.4% |
| All | +48.5% | -97.6% | +146.2% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling