-95.3%
LCID vs HRB
+305.4%
-400.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.0% | +5.7% | +2.7% |
| 7D | -6.6% | -5.7% | -0.9% | -5.3% |
| 30D | -30.1% | +7.9% | -38.1% | -31.9% |
| 3M | -17.6% | +32.1% | -49.7% | -23.5% |
| 6M | -54.4% | +62.2% | -116.7% | -60.2% |
| YTD | -55.7% | +16.4% | -72.1% | -57.9% |
| 1Y | -71.0% | -0.3% | -70.8% | -71.4% |
| 3Y | -92.6% | +36.0% | -128.7% | -93.6% |
| 5Y | -97.6% | +125.2% | -222.8% | -98.0% |
| All | -95.3% | +305.4% | -400.7% | -96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling