+443.0%
OXY vs LCID
-97.1%
+540.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +1.1% |
| 7D | +4.2% | -10.2% | +14.4% | +4.7% |
| 30D | -4.3% | -10.2% | +5.9% | -4.1% |
| 3M | +2.3% | -54.1% | +56.4% | +6.1% |
| 6M | +5.5% | -53.8% | +59.3% | +8.2% |
| YTD | +44.9% | -72.0% | +116.9% | +52.8% |
| 1Y | +42.6% | -80.5% | +123.1% | +53.8% |
| 3Y | +0.7% | -92.6% | +93.3% | +11.8% |
| 5Y | +96.9% | -99.3% | +196.2% | +143.9% |
| All | +443.0% | -97.1% | +540.1% | +559.2% |
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