+185.3%
HAL vs LCID
-95.4%
+280.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | +2.9% | -6.6% | +9.5% | +3.3% |
| 30D | +17.0% | -30.1% | +47.2% | +19.4% |
| 3M | -9.7% | -17.6% | +8.0% | -9.8% |
| 6M | +8.6% | -54.4% | +63.1% | +12.6% |
| YTD | +33.0% | -55.7% | +88.7% | +37.8% |
| 1Y | +68.3% | -71.0% | +139.4% | +78.5% |
| 3Y | +0.1% | -92.6% | +92.7% | +12.1% |
| 5Y | +102.6% | -97.6% | +200.2% | +134.5% |
| All | +185.3% | -95.4% | +280.8% | +254.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling