-9.4%
HSY vs LCID
-92.3%
+82.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.1% | +0.1% |
| 7D | -1.6% | +1.8% | -3.3% | -1.6% |
| 30D | -4.2% | -34.2% | +30.0% | -3.1% |
| 3M | -0.7% | -9.1% | +8.4% | -1.0% |
| 6M | -21.8% | -52.6% | +30.8% | -20.4% |
| YTD | -2.7% | -56.2% | +53.5% | -0.9% |
| 1Y | -4.8% | -74.9% | +70.1% | -0.9% |
| 3Y | -9.4% | -92.1% | +82.7% | -2.4% |
| All | -9.4% | -92.3% | +82.9% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling