+100.2%
XBI vs LCID
-93.0%
+193.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.4% |
| 7D | -4.6% | -9.1% | +4.5% | -3.6% |
| 30D | -0.8% | -37.6% | +36.8% | +4.2% |
| 3M | +21.8% | -11.1% | +32.9% | +20.8% |
| 6M | +23.2% | -59.2% | +82.4% | +33.0% |
| YTD | +28.7% | -60.5% | +89.2% | +38.7% |
| 1Y | +67.8% | -78.5% | +146.3% | +92.1% |
| All | +100.2% | -93.0% | +193.1% | +143.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling