+44.3%
HSY vs LCID
-95.4%
+139.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.1% |
| 7D | -3.3% | -6.6% | +3.3% | -3.2% |
| 30D | -2.8% | -30.1% | +27.3% | -2.6% |
| 3M | -4.5% | -17.6% | +13.1% | -4.5% |
| 6M | -24.2% | -54.4% | +30.2% | -23.9% |
| YTD | -2.7% | -55.7% | +53.0% | -2.3% |
| 1Y | -3.7% | -71.0% | +67.3% | -2.9% |
| 3Y | -11.5% | -92.6% | +81.2% | -10.9% |
| 5Y | +10.3% | -97.6% | +107.9% | +10.5% |
| All | +44.3% | -95.4% | +139.7% | +52.6% |
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