+32.2%
HPQ vs LCID
-97.7%
+129.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.4% |
| 7D | -0.5% | +1.8% | -2.2% | -0.7% |
| 30D | +3.7% | -34.2% | +38.0% | +8.4% |
| 3M | +24.3% | -9.1% | +33.4% | +23.2% |
| 6M | +64.8% | -52.6% | +117.4% | +75.1% |
| YTD | +43.9% | -56.2% | +100.1% | +53.5% |
| 1Y | +11.7% | -74.9% | +86.5% | +26.2% |
| 3Y | +19.7% | -92.1% | +111.7% | +44.8% |
| 5Y | +32.2% | -97.6% | +129.8% | +83.9% |
| All | +32.2% | -97.7% | +129.9% | +83.9% |
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