+4.7%
HIG vs LCID
-82.0%
+86.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.6% | +0.4% |
| 7D | +2.6% | -10.2% | +12.8% | +2.6% |
| 30D | +4.2% | -10.2% | +14.4% | +4.1% |
| 3M | +0.2% | -54.1% | +54.3% | -0.4% |
| 6M | +4.6% | -53.8% | +58.4% | +4.6% |
| YTD | +1.1% | -72.0% | +73.2% | +1.6% |
| 1Y | +4.7% | -80.5% | +85.2% | +5.7% |
| All | +4.7% | -82.0% | +86.6% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling