+114.5%
HCA vs LCID
-99.3%
+213.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +8.9% | +0.1% |
| 7D | +0.8% | -10.2% | +11.0% | +1.2% |
| 30D | +6.1% | -10.2% | +16.3% | +6.4% |
| 3M | +21.4% | -54.1% | +75.5% | +25.1% |
| 6M | +17.2% | -53.8% | +70.9% | +19.7% |
| YTD | +7.5% | -72.0% | +79.5% | +11.6% |
| 1Y | +6.2% | -80.5% | +86.7% | +11.9% |
| 3Y | +122.0% | -92.6% | +214.6% | +138.3% |
| All | +114.5% | -99.3% | +213.9% | +148.1% |
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