-33.9%
PTC vs LCID
-71.9%
+38.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.7% | -7.8% | -6.1% |
| 7D | -10.3% | -6.6% | -3.7% | -10.1% |
| 30D | +1.1% | -30.1% | +31.3% | +2.2% |
| 3M | +1.6% | -17.6% | +19.2% | +2.6% |
| 6M | -13.5% | -54.4% | +41.0% | -10.1% |
| YTD | -19.1% | -55.7% | +36.7% | -16.0% |
| 1Y | -33.9% | -71.0% | +37.2% | -29.8% |
| All | -33.9% | -71.9% | +38.0% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling