+95.6%
HBM vs LCID
-78.4%
+174.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.6% |
| 7D | -3.3% | -9.8% | +6.5% | -2.0% |
| 30D | -4.8% | -35.5% | +30.7% | +0.5% |
| 3M | -0.4% | -18.4% | +18.0% | -2.0% |
| 6M | +17.9% | -60.5% | +78.4% | +37.8% |
| YTD | +33.7% | -60.1% | +93.8% | +55.2% |
| 1Y | +95.6% | -78.8% | +174.4% | +191.2% |
| All | +95.6% | -78.4% | +174.0% | +191.2% |
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