+119.2%
HIG vs LCID
-97.9%
+217.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.2% |
| 7D | -2.3% | -9.1% | +6.8% | -2.1% |
| 30D | -1.2% | -37.6% | +36.4% | -0.2% |
| 3M | +6.3% | -11.1% | +17.4% | +6.2% |
| 6M | +0.6% | -59.2% | +59.8% | +2.4% |
| YTD | +0.6% | -60.5% | +61.1% | +2.4% |
| 1Y | +6.1% | -78.5% | +84.6% | +9.7% |
| 3Y | +102.0% | -92.8% | +194.8% | +113.2% |
| 5Y | +119.2% | -97.9% | +217.1% | +145.1% |
| All | +119.2% | -97.9% | +217.1% | +145.1% |
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 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