-90.1%
LCID vs HRB
+29.4%
-119.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +24.8% | -4.0% | +28.9% | +25.6% |
| 30D | -0.5% | +15.8% | -16.3% | -3.2% |
| 3M | -43.0% | +12.0% | -55.0% | -44.6% |
| 6M | -40.5% | +40.7% | -81.3% | -44.4% |
| YTD | -64.3% | +21.0% | -85.3% | -66.0% |
| 1Y | -78.1% | +11.7% | -89.7% | -78.8% |
| 3Y | -90.1% | +25.0% | -115.0% | -91.3% |
| All | -90.1% | +29.4% | -119.5% | -91.3% |
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 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