-78.5%
LCID vs HRB
-8.2%
-70.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -9.1% | -12.2% | +3.0% | -6.9% |
| 30D | -37.6% | -3.0% | -34.7% | -37.7% |
| 3M | -11.1% | +21.7% | -32.8% | -15.3% |
| 6M | -59.2% | +52.3% | -111.5% | -62.8% |
| YTD | -60.5% | +6.5% | -66.9% | -60.2% |
| 1Y | -78.5% | -6.7% | -71.8% | -77.3% |
| All | -78.5% | -8.2% | -70.2% | -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