-45.8%
LCID vs HRB
+41.6%
-87.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.5% | -10.8% | -11.2% |
| 7D | +9.2% | -7.8% | +17.0% | +10.8% |
| 30D | -3.0% | +15.7% | -18.7% | -6.2% |
| 3M | -50.2% | -5.5% | -44.7% | -50.4% |
| 6M | -45.8% | +41.1% | -87.0% | -50.0% |
| All | -45.8% | +41.6% | -87.4% | -50.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling