+249.3%
HL vs LCID
-97.8%
+347.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.8% | +9.7% | +2.8% |
| 7D | +0.4% | -9.3% | +9.7% | +1.5% |
| 30D | +18.8% | -35.4% | +54.2% | +25.0% |
| 3M | +43.7% | -17.1% | +60.8% | +43.2% |
| 6M | -1.0% | -58.9% | +57.9% | +7.3% |
| YTD | +8.7% | -59.6% | +68.3% | +17.7% |
| 1Y | +105.0% | -78.0% | +183.0% | +137.7% |
| 3Y | +427.3% | -92.7% | +520.0% | +551.5% |
| 5Y | +249.3% | -97.8% | +347.1% | +410.7% |
| All | +249.3% | -97.8% | +347.1% | +410.7% |
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 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