+244.4%
HLT vs LCID
-95.5%
+339.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.1% |
| 7D | -2.4% | +1.8% | -4.2% | -2.5% |
| 30D | -4.1% | -34.2% | +30.1% | -1.9% |
| 3M | -10.6% | -9.1% | -1.4% | -11.2% |
| 6M | +2.0% | -52.6% | +54.7% | +5.2% |
| YTD | +6.1% | -56.2% | +62.3% | +9.6% |
| 1Y | +9.8% | -74.9% | +84.7% | +17.0% |
| 3Y | +99.0% | -92.1% | +191.1% | +121.0% |
| 5Y | +151.5% | -97.6% | +249.0% | +196.6% |
| All | +244.4% | -95.5% | +339.9% | +354.1% |
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 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