+104.6%
XHB vs LCID
-96.4%
+201.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.2% |
| 7D | -4.1% | +8.9% | -13.0% | -5.0% |
| 30D | +9.6% | +6.8% | +2.8% | +8.6% |
| 3M | -6.0% | -45.2% | +39.2% | -1.1% |
| 6M | +2.2% | -39.1% | +41.3% | +4.7% |
| YTD | +1.1% | -65.3% | +66.4% | +8.6% |
| 1Y | -1.7% | -78.4% | +76.7% | +10.2% |
| 3Y | +36.5% | -90.3% | +126.8% | +57.6% |
| 5Y | +33.5% | -99.2% | +132.6% | +74.8% |
| All | +104.6% | -96.4% | +201.0% | +145.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling