+276.2%
HPE vs LCID
-99.3%
+375.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.2% | +5.5% | -2.8% |
| 7D | +7.9% | -10.2% | +18.0% | +8.9% |
| 30D | -23.5% | -10.2% | -13.3% | -22.9% |
| 3M | -19.1% | -54.1% | +35.0% | -13.4% |
| 6M | +51.4% | -53.8% | +105.2% | +58.7% |
| YTD | +103.4% | -72.0% | +175.5% | +123.9% |
| 1Y | +114.4% | -80.5% | +194.9% | +144.8% |
| 3Y | +224.7% | -92.6% | +317.2% | +288.6% |
| All | +276.2% | -99.3% | +375.6% | +400.1% |
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