+546.9%
HPE vs LCID
-95.4%
+642.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -4.6% |
| 7D | -0.6% | -6.6% | +6.0% | -0.2% |
| 30D | -2.3% | -30.1% | +27.9% | 0.0% |
| 3M | -2.9% | -17.6% | +14.7% | -3.0% |
| 6M | +143.6% | -54.4% | +198.0% | +153.8% |
| YTD | +118.5% | -55.7% | +174.2% | +127.5% |
| 1Y | +129.2% | -71.0% | +200.2% | +145.5% |
| 3Y | +212.5% | -92.6% | +305.2% | +252.5% |
| 5Y | +286.9% | -97.6% | +384.5% | +348.8% |
| All | +546.9% | -95.4% | +642.4% | +638.2% |
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