+59.2%
HAL vs LCID
-99.3%
+158.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.2% | +12.3% | +3.7% |
| 7D | +6.1% | -10.2% | +16.3% | +6.7% |
| 30D | +2.9% | -10.2% | +13.1% | +3.2% |
| 3M | +3.3% | -54.1% | +57.5% | +8.3% |
| 6M | -16.9% | -53.8% | +36.8% | -14.2% |
| YTD | +21.2% | -72.0% | +93.2% | +29.7% |
| 1Y | +27.5% | -80.5% | +108.1% | +40.2% |
| 3Y | -6.4% | -92.6% | +86.1% | +6.5% |
| All | +59.2% | -99.3% | +158.5% | +106.6% |
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