-3.5%
HD vs LCID
-78.8%
+75.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.7% | +0.2% |
| 7D | -1.2% | +8.9% | -10.1% | -1.7% |
| 30D | +20.9% | +6.8% | +14.0% | +20.0% |
| 3M | -0.2% | -45.2% | +45.1% | +2.1% |
| 6M | +14.5% | -39.1% | +53.6% | +15.4% |
| YTD | +4.3% | -65.3% | +69.6% | +8.3% |
| 1Y | -3.5% | -78.4% | +74.9% | +6.3% |
| All | -3.5% | -78.8% | +75.3% | +6.3% |
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