+331.1%
HBM vs LCID
-97.9%
+429.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -2.1% | -5.4% | -7.2% |
| 7D | -3.7% | -9.1% | +5.4% | -2.4% |
| 30D | -3.7% | -37.6% | +34.0% | +2.9% |
| 3M | +8.0% | -11.1% | +19.1% | +6.4% |
| 6M | +15.8% | -59.2% | +75.0% | +27.9% |
| YTD | +34.4% | -60.5% | +94.8% | +48.2% |
| 1Y | +98.2% | -78.5% | +176.7% | +138.7% |
| 3Y | +476.6% | -92.8% | +569.4% | +658.4% |
| 5Y | +331.1% | -97.9% | +429.0% | +634.0% |
| All | +331.1% | -97.9% | +429.0% | +634.0% |
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