+111.7%
HPQ vs LCID
-95.4%
+207.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +2.1% |
| 7D | +6.9% | -6.6% | +13.5% | +7.5% |
| 30D | +14.4% | -30.1% | +44.6% | +17.8% |
| 3M | +25.6% | -17.6% | +43.2% | +25.9% |
| 6M | +75.0% | -54.4% | +129.5% | +84.0% |
| YTD | +50.7% | -55.7% | +106.4% | +58.2% |
| 1Y | +18.7% | -71.0% | +89.7% | +28.6% |
| 3Y | +21.5% | -92.6% | +114.2% | +40.2% |
| 5Y | +31.6% | -97.6% | +129.2% | +59.4% |
| All | +111.7% | -95.4% | +207.2% | +154.6% |
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