+45.2%
HSY vs LCID
-97.1%
+142.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +0.6% |
| 7D | -2.1% | -10.2% | +8.0% | -2.1% |
| 30D | +6.1% | -10.2% | +16.3% | +6.1% |
| 3M | -5.6% | -54.1% | +48.5% | -5.1% |
| 6M | -9.5% | -53.8% | +44.2% | -9.2% |
| YTD | -2.1% | -72.0% | +69.9% | -1.4% |
| 1Y | +0.8% | -80.5% | +81.3% | +1.9% |
| 3Y | -2.1% | -92.6% | +90.4% | -0.9% |
| 5Y | +11.2% | -99.3% | +110.6% | +10.5% |
| All | +45.2% | -97.1% | +142.3% | +54.0% |
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