+49.2%
HUM vs LCID
-78.4%
+127.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +2.2% |
| 7D | +2.1% | -9.8% | +11.9% | +2.5% |
| 30D | +5.4% | -35.5% | +40.9% | +7.4% |
| 3M | +11.4% | -18.4% | +29.8% | +11.8% |
| 6M | +141.5% | -60.5% | +202.0% | +150.4% |
| YTD | +61.2% | -60.1% | +121.3% | +67.1% |
| 1Y | +49.2% | -78.8% | +127.9% | +52.4% |
| All | +49.2% | -78.4% | +127.5% | +52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling