+274.5%
HL vs LCID
-95.4%
+369.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.7% |
| 7D | +1.5% | -6.6% | +8.1% | +2.1% |
| 30D | +25.1% | -30.1% | +55.2% | +29.2% |
| 3M | +22.9% | -17.6% | +40.5% | +23.0% |
| 6M | -4.9% | -54.4% | +49.5% | +0.4% |
| YTD | +7.8% | -55.7% | +63.6% | +13.9% |
| 1Y | +133.9% | -71.0% | +204.9% | +156.1% |
| 3Y | +380.9% | -92.6% | +473.5% | +463.2% |
| 5Y | +230.2% | -97.6% | +327.8% | +306.3% |
| All | +274.5% | -95.4% | +369.9% | +365.7% |
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 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