+50.0%
XEL vs LCID
-99.1%
+149.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +0.7% | +8.9% | -8.2% | +0.6% |
| 30D | +9.3% | +6.8% | +2.5% | +9.2% |
| 3M | +5.3% | -45.2% | +50.5% | +6.1% |
| 6M | +2.2% | -39.1% | +41.3% | +2.5% |
| YTD | +12.3% | -65.3% | +77.6% | +13.8% |
| 1Y | +3.0% | -78.4% | +81.4% | +5.3% |
| 3Y | +51.6% | -90.3% | +141.9% | +55.8% |
| 5Y | +50.0% | -99.2% | +149.2% | +57.4% |
| All | +50.0% | -99.1% | +149.1% | +57.4% |
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