+40.5%
XBI vs LCID
-95.5%
+136.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.0% |
| 7D | -0.9% | +1.8% | -2.7% | -1.1% |
| 30D | +2.9% | -34.2% | +37.1% | +8.3% |
| 3M | +26.2% | -9.1% | +35.3% | +24.9% |
| 6M | +30.7% | -52.6% | +83.3% | +39.9% |
| YTD | +32.9% | -56.2% | +89.1% | +42.9% |
| 1Y | +72.3% | -74.9% | +147.2% | +97.7% |
| 3Y | +107.2% | -92.1% | +199.3% | +157.6% |
| 5Y | +23.2% | -97.6% | +120.7% | +72.2% |
| All | +40.5% | -95.5% | +136.0% | +99.1% |
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