+43.5%
HSY vs LCID
-95.8%
+139.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.8% | +7.2% | -0.6% |
| 7D | -3.0% | -9.3% | +6.4% | -2.9% |
| 30D | -5.0% | -35.4% | +30.4% | -4.7% |
| 3M | -1.3% | -17.1% | +15.8% | -1.3% |
| 6M | -21.5% | -58.9% | +37.4% | -21.1% |
| YTD | -3.3% | -59.6% | +56.3% | -2.8% |
| 1Y | -5.5% | -78.0% | +72.5% | -4.5% |
| 3Y | -9.9% | -92.7% | +82.8% | -9.2% |
| 5Y | +11.3% | -97.8% | +109.2% | +11.5% |
| All | +43.5% | -95.8% | +139.3% | +51.8% |
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