+363.8%
PSX vs LCID
-97.7%
+461.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.6% |
| 7D | +2.8% | +1.8% | +1.1% | +2.8% |
| 30D | +27.8% | -34.2% | +62.0% | +29.4% |
| 3M | +42.0% | -9.1% | +51.2% | +41.5% |
| 6M | +58.1% | -52.6% | +110.7% | +61.3% |
| YTD | +105.0% | -56.2% | +161.2% | +109.5% |
| 1Y | +104.9% | -74.9% | +179.8% | +113.5% |
| 3Y | +134.1% | -92.1% | +226.1% | +148.9% |
| 5Y | +363.8% | -97.6% | +461.4% | +438.7% |
| All | +363.8% | -97.7% | +461.5% | +438.7% |
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