+1,084.6%
PWR vs LCID
-96.4%
+1,181.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.7% | +6.9% | +4.5% |
| 7D | +4.7% | +8.9% | -4.2% | +4.0% |
| 30D | -12.5% | +6.8% | -19.3% | -13.3% |
| 3M | -9.3% | -45.2% | +35.9% | -4.8% |
| 6M | -22.2% | -39.1% | +17.0% | -20.4% |
| YTD | +44.2% | -65.3% | +109.4% | +54.2% |
| 1Y | +35.5% | -78.4% | +113.9% | +51.2% |
| 3Y | +250.4% | -90.3% | +340.8% | +301.7% |
| 5Y | +425.6% | -99.2% | +524.8% | +590.5% |
| All | +1,084.6% | -96.4% | +1,181.0% | +1,495.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling