+183.3%
HAL vs LCID
-95.5%
+278.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.7% |
| 7D | +0.5% | +1.8% | -1.3% | +0.4% |
| 30D | +15.9% | -34.2% | +50.2% | +18.7% |
| 3M | -8.7% | -9.1% | +0.4% | -9.5% |
| 6M | +9.0% | -52.6% | +61.6% | +12.7% |
| YTD | +32.0% | -56.2% | +88.2% | +36.8% |
| 1Y | +72.5% | -74.9% | +147.4% | +84.8% |
| 3Y | -4.5% | -92.1% | +87.5% | +6.4% |
| 5Y | +109.7% | -97.6% | +207.2% | +142.5% |
| All | +183.3% | -95.5% | +278.8% | +252.5% |
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