+61.1%
PTC vs LCID
-99.3%
+160.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -11.3% | +11.4% | +1.1% |
| 7D | +0.8% | +9.2% | -8.4% | -0.2% |
| 30D | +1.2% | -3.0% | +4.2% | +1.0% |
| 3M | +32.6% | -50.2% | +82.8% | +40.7% |
| 6M | +36.1% | -45.8% | +81.9% | +40.9% |
| YTD | +12.7% | -69.2% | +81.9% | +22.6% |
| 1Y | +10.2% | -80.4% | +90.5% | +25.6% |
| 3Y | +29.4% | -91.4% | +120.9% | +51.7% |
| 5Y | +61.1% | -99.3% | +160.3% | +152.1% |
| All | +61.1% | -99.3% | +160.3% | +152.1% |
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