-92.1%
LCID vs HRB
+28.7%
-120.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | 0.0% |
| 7D | +1.8% | -9.1% | +10.8% | +3.3% |
| 30D | -34.2% | +0.3% | -34.5% | -34.6% |
| 3M | -9.1% | +23.4% | -32.5% | -12.9% |
| 6M | -52.6% | +45.1% | -97.7% | -55.9% |
| YTD | -56.2% | +8.9% | -65.1% | -57.4% |
| 1Y | -74.9% | -7.9% | -67.0% | -75.0% |
| 3Y | -92.1% | +27.9% | -120.0% | -93.0% |
| All | -92.1% | +28.7% | -120.8% | -93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling