+25.9%
HD vs LCID
-93.0%
+118.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.4% | -12.3% | -2.5% |
| 7D | +4.3% | +8.9% | -4.6% | +3.7% |
| 30D | +20.2% | -15.4% | +35.6% | +21.0% |
| 3M | -1.0% | -52.9% | +51.9% | +2.9% |
| 6M | +7.9% | -46.8% | +54.8% | +10.3% |
| YTD | +2.0% | -68.9% | +70.9% | +7.1% |
| 1Y | -4.3% | -81.7% | +77.4% | +3.7% |
| 3Y | +25.9% | -92.4% | +118.3% | +42.6% |
| All | +25.9% | -93.0% | +118.9% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling