+161.6%
OXY vs LCID
-97.8%
+259.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.8% | +8.8% | +1.5% |
| 7D | +0.6% | -9.3% | +10.0% | +1.1% |
| 30D | +4.5% | -35.4% | +39.9% | +6.9% |
| 3M | +8.9% | -17.1% | +26.0% | +8.5% |
| 6M | +12.5% | -58.9% | +71.4% | +17.1% |
| YTD | +50.5% | -59.6% | +110.1% | +56.3% |
| 1Y | +38.6% | -78.0% | +116.6% | +49.7% |
| 3Y | -1.2% | -92.7% | +91.4% | +11.1% |
| 5Y | +161.6% | -97.8% | +259.5% | +235.5% |
| All | +161.6% | -97.8% | +259.4% | +235.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling