+13.6%
PSA vs LCID
-97.7%
+111.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | -0.1% |
| 7D | -0.4% | +1.8% | -2.2% | -0.5% |
| 30D | -8.2% | -34.2% | +26.1% | -6.3% |
| 3M | -2.1% | -9.1% | +7.0% | -2.7% |
| 6M | -0.2% | -52.6% | +52.4% | +2.6% |
| YTD | +18.5% | -56.2% | +74.7% | +22.0% |
| 1Y | +6.6% | -74.9% | +81.5% | +12.9% |
| 3Y | +24.5% | -92.1% | +116.5% | +35.8% |
| 5Y | +13.6% | -97.6% | +111.1% | +22.6% |
| All | +13.6% | -97.7% | +111.3% | +22.6% |
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