-79.4%
LCID vs HRB
+16.9%
-96.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.4% | +7.2% | +10.6% |
| 7D | -1.2% | +16.0% | -17.2% | -4.4% |
| 30D | -19.2% | +32.1% | -51.3% | -23.8% |
| 3M | -56.7% | +21.5% | -78.2% | -58.8% |
| 6M | -49.6% | +82.1% | -131.7% | -55.6% |
| YTD | -68.1% | +31.6% | -99.7% | -68.9% |
| 1Y | -79.4% | +15.9% | -95.3% | -77.3% |
| All | -79.4% | +16.9% | -96.3% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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