+15.6%
HSY vs LCID
-99.2%
+114.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.4% | -10.0% | +0.2% |
| 7D | +7.5% | +8.9% | -1.4% | +7.3% |
| 30D | +11.1% | -15.4% | +26.5% | +11.3% |
| 3M | -1.9% | -52.9% | +50.9% | -0.9% |
| 6M | -3.0% | -46.8% | +43.9% | -2.4% |
| YTD | 0.0% | -68.9% | +68.9% | +1.3% |
| 1Y | +9.4% | -81.7% | +91.1% | +12.0% |
| 3Y | +3.8% | -92.4% | +96.1% | +6.3% |
| All | +15.6% | -99.2% | +114.8% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling