+6.7%
HD vs LCID
-99.3%
+106.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.2% | +9.3% | +0.9% |
| 7D | +1.5% | -10.2% | +11.7% | +2.3% |
| 30D | +18.0% | -10.2% | +28.2% | +18.6% |
| 3M | +2.8% | -54.1% | +56.9% | +8.5% |
| 6M | +17.0% | -53.8% | +70.7% | +21.8% |
| YTD | +3.5% | -72.0% | +75.6% | +11.5% |
| 1Y | -2.6% | -80.5% | +77.9% | +7.9% |
| 3Y | +30.7% | -92.6% | +123.3% | +50.1% |
| All | +6.7% | -99.3% | +106.0% | +43.3% |
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 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