+36.2%
OXY vs LCID
-78.4%
+114.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.5% |
| 7D | +2.8% | -9.8% | +12.7% | +2.7% |
| 30D | +5.5% | -35.5% | +40.9% | +4.8% |
| 3M | +11.3% | -18.4% | +29.7% | +10.4% |
| 6M | +11.6% | -60.5% | +72.1% | +16.5% |
| YTD | +51.6% | -60.1% | +111.6% | +56.9% |
| 1Y | +36.2% | -78.8% | +115.0% | +47.2% |
| All | +36.2% | -78.4% | +114.6% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 1y: compounded portfolio wealth divided by compounded LCID 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…
1y analysis · Full analysis span regression · 6 months rolling