+89.2%
HPQ vs LCID
-96.8%
+186.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -11.3% | +11.0% | +0.7% |
| 7D | -1.9% | +9.2% | -11.1% | -2.9% |
| 30D | -5.7% | -3.0% | -2.7% | -5.7% |
| 3M | -0.4% | -50.2% | +49.8% | +5.0% |
| 6M | +40.0% | -45.8% | +85.9% | +44.8% |
| YTD | +34.6% | -69.2% | +103.8% | +45.0% |
| 1Y | +20.4% | -80.4% | +100.8% | +34.4% |
| 3Y | +18.3% | -91.4% | +109.7% | +35.4% |
| 5Y | +9.6% | -99.3% | +108.8% | +37.0% |
| All | +89.2% | -96.8% | +186.0% | +133.5% |
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