-10.1%
HDB vs LCID
-93.0%
+82.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.4% | -8.6% | +1.4% |
| 7D | +13.3% | +8.9% | +4.4% | +12.9% |
| 30D | +13.6% | -15.4% | +29.0% | +14.0% |
| 3M | +5.8% | -52.9% | +58.6% | +8.2% |
| 6M | -1.9% | -46.8% | +44.9% | -0.5% |
| YTD | -31.2% | -68.9% | +37.7% | -29.6% |
| 1Y | -29.6% | -81.7% | +52.1% | -27.2% |
| 3Y | -10.1% | -92.4% | +82.3% | -2.5% |
| All | -10.1% | -93.0% | +82.9% | -2.5% |
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