+1.9%
HDB vs LCID
-95.4%
+97.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.5% |
| 7D | +0.4% | -6.6% | +7.0% | +0.8% |
| 30D | -2.8% | -30.1% | +27.3% | -1.2% |
| 3M | -3.5% | -17.6% | +14.1% | -3.3% |
| 6M | -24.7% | -54.4% | +29.7% | -22.6% |
| YTD | -36.6% | -55.7% | +19.2% | -34.9% |
| 1Y | -34.4% | -71.0% | +36.7% | -31.5% |
| 3Y | -24.4% | -92.6% | +68.2% | -17.6% |
| 5Y | -35.4% | -97.6% | +62.3% | -26.3% |
| All | +1.9% | -95.4% | +97.3% | +14.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling