+50.1%
HALO vs LCID
-71.9%
+122.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.6% |
| 7D | +4.6% | -6.6% | +11.2% | +5.1% |
| 30D | +31.8% | -30.1% | +62.0% | +35.2% |
| 3M | +53.9% | -17.6% | +71.5% | +54.3% |
| 6M | +57.4% | -54.4% | +111.8% | +65.8% |
| YTD | +63.7% | -55.7% | +119.5% | +71.7% |
| 1Y | +50.1% | -71.0% | +121.2% | +57.4% |
| All | +50.1% | -71.9% | +122.0% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling