+92.3%
HPQ vs LCID
-97.1%
+189.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.2% | +10.9% | +2.5% |
| 7D | +3.2% | -10.2% | +13.3% | +3.9% |
| 30D | -3.6% | -10.2% | +6.6% | -3.0% |
| 3M | -5.3% | -54.1% | +48.8% | +0.6% |
| 6M | +41.1% | -53.8% | +94.9% | +47.9% |
| YTD | +36.9% | -72.0% | +108.9% | +48.6% |
| 1Y | +23.5% | -80.5% | +104.0% | +38.0% |
| 3Y | +19.6% | -92.6% | +112.1% | +38.4% |
| 5Y | +11.4% | -99.3% | +110.7% | +40.3% |
| All | +92.3% | -97.1% | +189.4% | +139.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling