-37.4%
PTC vs LCID
-74.3%
+36.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.4% | -5.5% |
| 7D | -12.8% | +1.8% | -14.6% | -12.8% |
| 30D | -9.8% | -34.2% | +24.5% | -8.7% |
| 3M | -2.1% | -9.1% | +7.1% | -1.5% |
| 6M | -18.1% | -52.6% | +34.5% | -15.0% |
| YTD | -23.5% | -56.2% | +32.7% | -20.5% |
| 1Y | -37.4% | -74.9% | +37.5% | -31.8% |
| All | -37.4% | -74.3% | +36.9% | -31.8% |
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