-97.6%
LCID vs XPO
+271.9%
-369.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.4% |
| 7D | +1.8% | +2.7% | -0.9% | +0.6% |
| 30D | -34.2% | -6.2% | -28.1% | -32.4% |
| 3M | -9.1% | -15.4% | +6.3% | -2.8% |
| 6M | -52.6% | +0.7% | -53.4% | -53.4% |
| YTD | -56.2% | +39.8% | -96.0% | -63.2% |
| 1Y | -74.9% | +43.3% | -118.2% | -79.3% |
| 3Y | -92.1% | +166.0% | -258.1% | -95.7% |
| 5Y | -97.6% | +274.2% | -371.7% | -99.0% |
| All | -97.6% | +271.9% | -369.5% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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