+112.1%
HPQ vs LCID
-95.8%
+208.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.8% | +12.7% | +5.6% |
| 7D | +2.2% | -9.3% | +11.6% | +3.0% |
| 30D | +9.7% | -35.4% | +45.1% | +13.7% |
| 3M | +32.7% | -17.1% | +49.8% | +32.9% |
| 6M | +77.7% | -58.9% | +136.6% | +88.4% |
| YTD | +51.0% | -59.6% | +110.6% | +59.6% |
| 1Y | +18.4% | -78.0% | +96.4% | +31.2% |
| 3Y | +25.6% | -92.7% | +118.3% | +45.0% |
| 5Y | +38.6% | -97.8% | +136.5% | +69.2% |
| All | +112.1% | -95.8% | +208.0% | +157.0% |
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