+290.4%
HALO vs LCID
-95.5%
+385.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +0.5% | +1.8% | -1.2% | +0.4% |
| 30D | +5.0% | -34.2% | +39.3% | +7.9% |
| 3M | +53.1% | -9.1% | +62.3% | +52.6% |
| 6M | +60.8% | -52.6% | +113.4% | +66.6% |
| YTD | +60.9% | -56.2% | +117.1% | +67.2% |
| 1Y | +42.8% | -74.9% | +117.7% | +53.3% |
| 3Y | +181.3% | -92.1% | +273.3% | +214.6% |
| 5Y | +157.6% | -97.6% | +255.1% | +206.3% |
| All | +290.4% | -95.5% | +385.9% | +368.4% |
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 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