+35.8%
XHB vs LCID
-99.2%
+135.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.8% | +2.4% |
| 7D | +1.3% | +20.0% | -18.7% | -1.1% |
| 30D | +11.8% | -5.0% | +16.8% | +12.0% |
| 3M | -3.8% | -48.9% | +45.0% | +3.6% |
| 6M | +4.1% | -43.2% | +47.3% | +8.3% |
| YTD | +4.0% | -65.9% | +69.9% | +14.3% |
| 1Y | +1.6% | -79.2% | +80.7% | +18.8% |
| 3Y | +43.2% | -90.4% | +133.6% | +73.4% |
| 5Y | +35.8% | -99.2% | +135.0% | +108.4% |
| All | +35.8% | -99.2% | +135.1% | +108.4% |
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