-86.4%
HTZ vs LCID
-97.6%
+11.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.0% |
| 7D | +7.5% | -6.6% | +14.1% | +8.9% |
| 30D | +47.4% | -30.1% | +77.6% | +59.1% |
| 3M | -54.9% | -17.6% | -37.3% | -55.2% |
| 6M | -47.0% | -54.4% | +7.4% | -40.5% |
| YTD | -55.3% | -55.7% | +0.5% | -49.8% |
| 1Y | -57.6% | -71.0% | +13.4% | -48.1% |
| 3Y | -86.6% | -92.6% | +6.0% | -79.8% |
| All | -86.4% | -97.6% | +11.2% | -75.6% |
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 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