+536.9%
HWM vs LCID
-99.2%
+636.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.4% | -8.0% | +1.7% |
| 7D | +3.3% | +8.9% | -5.6% | +2.5% |
| 30D | -7.6% | -15.4% | +7.8% | -6.7% |
| 3M | -28.9% | -52.9% | +23.9% | -25.0% |
| 6M | -19.7% | -46.8% | +27.2% | -17.3% |
| YTD | +0.5% | -68.9% | +69.4% | +7.7% |
| 1Y | +0.3% | -81.7% | +81.9% | +12.1% |
| 3Y | +325.8% | -92.4% | +418.2% | +388.9% |
| All | +536.9% | -99.2% | +636.2% | +724.6% |
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