+5.8%
HD vs LCID
-99.2%
+105.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.4% | -12.3% | -2.7% |
| 7D | +4.3% | +8.9% | -4.6% | +3.5% |
| 30D | +20.2% | -15.4% | +35.6% | +21.4% |
| 3M | -1.0% | -52.9% | +51.9% | +4.4% |
| 6M | +7.9% | -46.8% | +54.8% | +11.2% |
| YTD | +2.0% | -68.9% | +70.9% | +9.0% |
| 1Y | -4.3% | -81.7% | +77.4% | +6.7% |
| 3Y | +25.9% | -92.4% | +118.3% | +44.6% |
| All | +5.8% | -99.2% | +105.0% | +40.3% |
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