-97.8%
LCID vs HRB
+104.8%
-202.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.6% | -6.1% | -7.4% |
| 7D | -9.3% | -10.6% | +1.3% | -6.9% |
| 30D | -35.4% | -0.8% | -34.6% | -35.8% |
| 3M | -17.1% | +19.1% | -36.1% | -21.3% |
| 6M | -58.9% | +48.7% | -107.6% | -63.5% |
| YTD | -59.6% | +7.1% | -66.7% | -60.8% |
| 1Y | -78.0% | -8.3% | -69.7% | -77.7% |
| 3Y | -92.7% | +25.8% | -118.5% | -93.6% |
| 5Y | -97.8% | +111.1% | -208.9% | -98.2% |
| All | -97.8% | +104.8% | -202.7% | -98.2% |
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