-99.1%
LCID vs HRB
+144.6%
-243.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +24.8% | -4.0% | +28.9% | +25.9% |
| 30D | -0.5% | +15.8% | -16.3% | -4.3% |
| 3M | -43.0% | +12.0% | -55.0% | -45.1% |
| 6M | -40.5% | +40.7% | -81.3% | -46.1% |
| YTD | -64.3% | +21.0% | -85.3% | -66.5% |
| 1Y | -78.1% | +11.7% | -89.7% | -79.0% |
| 3Y | -90.1% | +25.0% | -115.0% | -91.3% |
| 5Y | -99.1% | +141.0% | -240.1% | -99.2% |
| All | -99.1% | +144.6% | -243.6% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling