+452.3%
OXY vs LCID
-95.4%
+547.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.0% |
| 7D | +1.6% | -6.6% | +8.2% | +1.9% |
| 30D | +11.6% | -30.1% | +41.7% | +13.7% |
| 3M | +2.8% | -17.6% | +20.4% | +2.6% |
| 6M | +13.0% | -54.4% | +67.5% | +16.9% |
| YTD | +47.4% | -55.7% | +103.1% | +52.3% |
| 1Y | +31.5% | -71.0% | +102.5% | +39.2% |
| 3Y | -1.9% | -92.6% | +90.7% | +9.9% |
| 5Y | +148.0% | -97.6% | +245.6% | +186.8% |
| All | +452.3% | -95.4% | +547.8% | +557.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling