+35.5%
XEL vs LCID
-95.4%
+131.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.6% | -0.8% |
| 7D | -1.0% | -6.6% | +5.6% | -0.9% |
| 30D | -1.9% | -30.1% | +28.2% | -1.7% |
| 3M | -1.9% | -17.6% | +15.7% | -1.9% |
| 6M | -7.4% | -54.4% | +47.0% | -7.0% |
| YTD | +4.1% | -55.7% | +59.8% | +4.5% |
| 1Y | +8.0% | -71.0% | +79.1% | +8.9% |
| 3Y | +48.4% | -92.6% | +141.0% | +50.1% |
| 5Y | +27.2% | -97.6% | +124.8% | +29.2% |
| All | +35.5% | -95.4% | +131.0% | +40.3% |
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