+42.6%
PTC vs LCID
-44.0%
+86.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | 0.0% |
| 7D | -0.2% | +8.9% | -9.2% | -0.5% |
| 30D | +0.8% | -15.4% | +16.2% | +1.2% |
| 3M | +32.1% | -52.9% | +85.0% | +33.4% |
| 6M | +42.6% | -46.8% | +89.5% | +48.0% |
| All | +42.6% | -44.0% | +86.6% | +48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling