+112.8%
HL vs LCID
-99.3%
+212.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.2% | +7.3% | -0.6% |
| 7D | -11.1% | -10.2% | -0.9% | -9.9% |
| 30D | -12.1% | -10.2% | -1.9% | -11.2% |
| 3M | -26.1% | -54.1% | +28.0% | -18.8% |
| 6M | -37.7% | -53.8% | +16.0% | -33.2% |
| YTD | -31.7% | -72.0% | +40.4% | -22.4% |
| 1Y | -11.6% | -80.5% | +68.9% | +4.9% |
| 3Y | +249.6% | -92.6% | +342.2% | +340.6% |
| All | +112.8% | -99.3% | +212.2% | +216.1% |
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