+72.8%
HCA vs LCID
-97.9%
+170.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.3% |
| 7D | +5.4% | -9.8% | +15.2% | +5.8% |
| 30D | +3.0% | -35.5% | +38.5% | +4.8% |
| 3M | +13.0% | -18.4% | +31.4% | +13.2% |
| 6M | -20.3% | -60.5% | +40.2% | -18.0% |
| YTD | -8.2% | -60.1% | +51.8% | -6.0% |
| 1Y | +6.7% | -78.8% | +85.5% | +12.1% |
| 3Y | +60.4% | -92.8% | +153.2% | +73.0% |
| All | +72.8% | -97.9% | +170.7% | +89.4% |
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 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